Wealthspire Advisors (Maryland)’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q3	–	Sell	-700	Closed	-$5K	–	2412
2018 Q2	$5K	Hold	700	–	–	﹤0.01%	1777
2018 Q1	$5K	Hold	700	–	–	﹤0.01%	1802
2017 Q4	$5K	Hold	700	–	–	﹤0.01%	1818
2017 Q3	$6K	Buy	+700	New	+$5.7K	﹤0.01%	1727

Other funds holding EDD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

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

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return