WWMSC
EDF

Wagner Wealth Management (South Carolina)’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-400
Closed -$1K – 372
2022
Q3 		$1K Hold
400
– – ﹤0.01% 633
2022
Q2 		$2K Buy
+400
New +$2.19K ﹤0.01% 613
2022
Q1 		– Sell
-400
Closed -$3K – 338
2021
Q4 		$3K Hold
400
– – ﹤0.01% 602
2021
Q3 		$3K Hold
400
– – ﹤0.01% 578
2021
Q2 		$3K Sell
400
-100
-20% -$848 ﹤0.01% 613
2021
Q1 		$4K Buy
+500
New +$4.24K ﹤0.01% 559
2018
Q3 		$7K Hold
500
– – ﹤0.01% 458
2018
Q2 		$7K Hold
500
– – 0.01% 433
2018
Q1 		$8K Hold
500
– – 0.01% 387
2017
Q4 		$8K Buy
+500
New +$8.02K 0.01% 443

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EDF Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q4 2022, closing a stake of 400 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in EDF in Q4 2017 and held it in 10 quarters. The position peaked at $8K in Q1 2018. 28 funds tracked by Wall St. Rank hold EDF as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 400 Virtus Stone Harbor Emerging Markets Income Fund shares in Q4 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2017 and held it in 10 quarters.
  • Wagner Wealth Management (South Carolina)'s Virtus Stone Harbor Emerging Markets Income Fund position peaked at $8K in Q1 2018.
  • 28 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.