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

Wealthspire Advisors (Maryland)’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,725	Closed	-$119K	–	481
2019 Q2	$119K	Buy	+12,725	New	+$116K	0.01%	449
2019 Q1	–	Hold	0	–	–	–	596
2018 Q4	–	Hold	0	–	–	–	587
2018 Q3	–	Hold	0	–	–	–	644
2018 Q2	–	Hold	0	–	–	–	660
2018 Q1	–	Hold	0	–	–	–	771
2017 Q3	–	Hold	0	–	–	–	752
2017 Q2	–	Hold	0	–	–	–	1366
2017 Q1	–	Hold	0	–	–	–	657
2016 Q4	–	Hold	0	–	–	–	643
2016 Q3	–	Hold	0	–	–	–	613
2016 Q2	–	Hold	0	–	–	–	577

Other funds holding MSD

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MSD Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q3 2019, closing a stake of 12,725 shares — an estimated $119K sold.

Wealthspire Advisors (Maryland) first reported a position in MSD in Q2 2019 and held it in 1 quarter. The position peaked at $119K in Q2 2019. 50 funds tracked by Wall St. Rank hold MSD as of Q3 2019.

Wealthspire Advisors (Maryland) reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q3 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 12,725 Morgan Stanley Emerging Markets Debt Fund shares in Q3 2019, an estimated $119K.
Wealthspire Advisors (Maryland) first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2019 and held it in 1 quarter.
Wealthspire Advisors (Maryland)'s Morgan Stanley Emerging Markets Debt Fund position peaked at $119K in Q2 2019.
50 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.