United Capital Financial Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-174,844
| Closed | -$1.51M | – | 1261 |
|
|
2015
Q2 | $1.51M | Sell |
174,844
-84,765
| -33% | -$733K | 0.02% | 641 |
|
|
2015
Q1 | $2.51M | Buy |
259,609
+109,629
| +73% | +$1.06M | 0.03% | 504 |
|
|
2014
Q4 | $1.58M | Buy |
149,980
+105,342
| +236% | +$1.11M | 0.02% | 529 |
|
|
2014
Q3 | $527K | Buy |
44,638
+8,827
| +25% | +$104K | 0.01% | 783 |
|
|
2014
Q2 | $477K | Buy |
35,811
+23,002
| +180% | +$306K | 0.01% | 691 |
|
|
2014
Q1 | $168K | Buy |
+12,809
| New | +$168K | ﹤0.01% | 887 |
|