United Capital Financial Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-174,844	Closed	-$1.51M	–	1261
2015 Q2	$1.51M	Sell	174,844 -84,765	-33%	-$789K	0.02%	641
2015 Q1	$2.51M	Buy	259,609 +109,629	+73%	+$1.11M	0.03%	504
2014 Q4	$1.58M	Buy	149,980 +105,342	+236%	+$1.19M	0.02%	529
2014 Q3	$527K	Buy	44,638 +8,827	+25%	+$114K	0.01%	783
2014 Q2	$477K	Buy	35,811 +23,002	+180%	+$307K	0.01%	691
2014 Q1	$168K	Buy	+12,809	New	+$163K	﹤0.01%	887

Other funds holding EDD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMLI

Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $342M AUM 14.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

United Capital Financial Advisors's EDD Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2015, closing a stake of 174,844 shares — an estimated $1.51M sold.

United Capital Financial Advisors first reported a position in EDD in Q1 2014 and held it in 6 quarters. The position peaked at $2.51M in Q1 2015. 62 funds tracked by Wall St. Rank hold EDD as of Q3 2015.

United Capital Financial Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 174,844 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2015, an estimated $1.51M.
United Capital Financial Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2014 and held it in 6 quarters.
United Capital Financial Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $2.51M in Q1 2015.
62 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.