TWM
EDF

Tradition Wealth Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Tradition Wealth Management’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 856
2020
Q4 		$0 Buy
+1
New +$7 ﹤0.01% 1050

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Tradition Wealth Management's EDF Position: Q1 2021 in Review

Tradition Wealth Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2021, closing a stake of 1 share.

Tradition Wealth Management first reported a position in EDF in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 31 funds tracked by Wall St. Rank hold EDF as of Q1 2021.

  • Tradition Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 1 Virtus Stone Harbor Emerging Markets Income Fund share in Q1 2021.
  • Tradition Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $0 in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.