Transform Wealth’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Transform Wealth’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
2018 Q4	–	Sell	-10,353	Closed	-$90K	–	192
2018 Q3	$90K	Sell	10,353 -987	-9%	-$8.67K	0.02%	191
2018 Q2	$99K	Buy	11,340 +13	+0.1%	+$118	0.02%	214
2018 Q1	$106K	Buy	11,327 +11	+0.1%	+$106	0.02%	233
2017 Q4	$113K	Buy	11,316 +11	+0.1%	+$110	0.02%	245
2017 Q3	$114K	Buy	+11,305	New	+$114K	0.04%	207
2017 Q2	–	Sell	-19,981	Closed	-$187K	–	117
2017 Q1	$187K	Buy	19,981 +215	+1%	+$2.02K	0.07%	201
2016 Q4	$180K	Buy	19,766 +6,766	+52%	+$62.4K	0.07%	204
2016 Q3	$125K	Sell	13,000 -6,743	-34%	-$65.1K	0.05%	201
2016 Q2	$183K	Buy	+19,743	New	+$179K	0.08%	205

Other funds holding MSD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Transform Wealth's MSD Position: Q4 2018 in Review

Transform Wealth sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q4 2018, closing a stake of 10,353 shares — an estimated $90K sold.

Transform Wealth first reported a position in MSD in Q2 2016 and held it in 9 quarters. The position peaked at $187K in Q1 2017. 46 funds tracked by Wall St. Rank hold MSD as of Q4 2018.

Transform Wealth reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q4 2018 after selling out during the quarter.
Transform Wealth sold 10,353 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2018, an estimated $90K.
Transform Wealth first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2016 and held it in 9 quarters.
Transform Wealth's Morgan Stanley Emerging Markets Debt Fund position peaked at $187K in Q1 2017.
46 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.