TWMP
EDD

Taylor Wealth Management Partners’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Taylor Wealth Management Partners’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-856
Closed -$8K – 188
2015
Q1 		$8K Buy
+856
New +$8.66K ﹤0.01% 150

Other funds holding EDD

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SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $342M AUM 14.2% 1-Year Est. Return

Taylor Wealth Management Partners's EDD Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q2 2015, closing a stake of 856 shares — an estimated $8K sold.

Taylor Wealth Management Partners first reported a position in EDD in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 66 funds tracked by Wall St. Rank hold EDD as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 856 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2015, an estimated $8K.
  • Taylor Wealth Management Partners first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $8K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.