WP
EDF

WealthShield Partners’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-2,648
Closed -$23K – 360
2021
Q2 		$23K Hold
2,648
– – ﹤0.01% 630
2021
Q1 		$22K Buy
+2,648
New +$22.5K ﹤0.01% 641

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UBS Group
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Jane Street
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WealthShield Partners's EDF Position: Q3 2021 in Review

WealthShield Partners sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q3 2021, closing a stake of 2,648 shares — an estimated $23K sold.

WealthShield Partners first reported a position in EDF in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 28 funds tracked by Wall St. Rank hold EDF as of Q3 2021.

  • WealthShield Partners reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,648 Virtus Stone Harbor Emerging Markets Income Fund shares in Q3 2021, an estimated $23K.
  • WealthShield Partners first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $23K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.