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

Transamerica Financial Advisors’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	-175	Closed	-$3K	–	436
2016 Q4	$3K	Buy	+175	New	+$2.44K	﹤0.01%	288

Other funds holding EDI

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GFM

Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Transamerica Financial Advisors's EDI Position: Q1 2017 in Review

Transamerica Financial Advisors sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q1 2017, closing a stake of 175 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in EDI in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 23 funds tracked by Wall St. Rank hold EDI as of Q1 2017.

Transamerica Financial Advisors reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q1 2017 after selling out during the quarter.
Transamerica Financial Advisors sold 175 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q1 2017, an estimated $3K.
Transamerica Financial Advisors first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q4 2016 and held it in 1 quarter.
Transamerica Financial Advisors's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $3K in Q4 2016.
23 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q1 2017.

Based on Transamerica Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.