WA
EDD

WFG Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

WFG Advisors’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
2017
Q2 		$9K Buy
+1,100
New +$8.78K ﹤0.01% 1170
2015
Q4 		– Sell
-651
Closed -$4K – 1592
2015
Q3 		$4K Hold
651
– – ﹤0.01% 1297
2015
Q2 		$6K Hold
651
– – ﹤0.01% 1300
2015
Q1 		$6K Hold
651
– – ﹤0.01% 1309
2014
Q4 		$7K Sell
651
-119,914
-99% -$1.36M ﹤0.01% 1562
2014
Q3 		$1.42M Buy
120,565
+8,413
+8% +$109K 0.27% 81
2014
Q2 		$1.49M Buy
112,152
+4,558
+4% +$60.9K 0.28% 75
2014
Q1 		$1.41M Buy
107,594
+21,700
+25% +$276K 0.28% 72
2013
Q4 		$1.12M Buy
85,894
+1,915
+2% +$26.4K 0.16% 150
2013
Q3 		$1.18M Buy
83,979
+18,050
+27% +$253K 0.18% 141
2013
Q2 		$952K Buy
+65,929
New +$1.08M 0.16% 156

Other funds holding EDD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return