Tortoise Investment Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Tortoise Investment Management’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,920	Closed	-$82.8K	–	880
2023 Q4	$82.8K	Sell	11,920 -11,745	-50%	-$76.5K	0.01%	301
2023 Q3	$154K	Sell	23,665 -8,230	-26%	-$53.9K	0.02%	224
2023 Q2	$205K	Buy	31,895 +11,516	+57%	+$75K	0.03%	191
2023 Q1	$131K	Buy	20,379 +3,820	+23%	+$25.6K	0.02%	236
2022 Q4	$108K	Buy	16,559 +7,914	+92%	+$50K	0.02%	258
2022 Q3	$53K	Buy	8,645 +2,000	+30%	+$13.3K	0.01%	306
2022 Q2	$44K	Buy	+6,645	New	+$47.8K	0.01%	321

Other funds holding MSD

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Tortoise Investment Management's MSD Position: Q1 2024 in Review

Tortoise Investment Management sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2024, closing a stake of 11,920 shares — an estimated $82.8K sold.

Tortoise Investment Management first reported a position in MSD in Q2 2022 and held it in 7 quarters. The position peaked at $205K in Q2 2023. 39 funds tracked by Wall St. Rank hold MSD as of Q1 2024.

Tortoise Investment Management reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2024 after selling out during the quarter.
Tortoise Investment Management sold 11,920 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2024, an estimated $82.8K.
Tortoise Investment Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2022 and held it in 7 quarters.
Tortoise Investment Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $205K in Q2 2023.
39 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2024.

Based on Tortoise Investment Management's 13F filing for Q1 2024, filed 9 May 2024.