Wolverine Asset Management’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Wolverine Asset Management’s Portfolio EDI Stock Details EDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-26,328	Closed	-$136K	–	2149
2023 Q2	$136K	Buy	+26,328	New	+$133K	﹤0.01%	1042
2023 Q1	–	Sell	-74,965	Closed	-$366K	–	2356
2022 Q4	$366K	Buy	74,965 +34,407	+85%	+$150K	0.01%	1023
2022 Q3	$167K	Buy	+40,558	New	+$205K	﹤0.01%	1290
2022 Q1	–	Sell	-31,312	Closed	-$245K	–	2633
2021 Q4	$245K	Buy	31,312 +15,223	+95%	+$123K	﹤0.01%	1182
2021 Q3	$134K	Buy	+16,089	New	+$148K	﹤0.01%	1239
2020 Q4	–	Sell	-31,859	Closed	-$224K	–	2054
2020 Q3	$224K	Buy	31,859 +26,484	+493%	+$205K	﹤0.01%	949
2020 Q2	$41K	Buy	+5,375	New	+$37.8K	﹤0.01%	1267
2018 Q1	–	Sell	-31,234	Closed	-$486K	–	1860
2017 Q4	$486K	Buy	+31,234	New	+$488K	0.01%	912
2015 Q4	–	Sell	-7,242	Closed	-$82K	–	2160
2015 Q3	$82K	Buy	7,242 +3,445	+91%	+$43.5K	﹤0.01%	1143
2015 Q2	$53K	Sell	3,797 -3,599	-49%	-$53.1K	﹤0.01%	1290
2015 Q1	$107K	Buy	+7,396	New	+$110K	﹤0.01%	1057

Other funds holding EDI

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return