Stifel Financial
EDI

Stifel Financial’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Stifel Financial’s Portfolio EDI Stock Details EDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,065
Closed -$138K – 2619
2016
Q4 		$138K Sell
10,065
-3,764
-27% -$52.4K ﹤0.01% 2328
2016
Q3 		$203K Sell
13,829
-4,822
-26% -$69.9K ﹤0.01% 2177
2016
Q2 		$246K Buy
+18,651
New +$238K ﹤0.01% 2156

Other funds holding EDI

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GC
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Invesco
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GFM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $91.1M AUM 33.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return