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

YorkBridge Wealth 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
2019 Q3	–	Sell	-2,667	Closed	-$37K	–	303
2019 Q2	$37K	Buy	2,667 +803	+43%	+$10.8K	0.02%	402
2019 Q1	$24K	Sell	1,864 -803	-30%	-$10.4K	0.01%	440
2018 Q4	$30K	Hold	2,667	–	–	0.02%	380
2018 Q3	$35K	Sell	2,667 -664	-20%	-$8.99K	0.02%	395
2018 Q2	$44K	Hold	3,331	–	–	0.02%	376
2018 Q1	$52K	Hold	3,331	–	–	0.02%	364
2017 Q4	$52K	Sell	3,331 -1,074	-24%	-$17.2K	0.03%	370
2017 Q3	$74K	Buy	4,405 +1,327	+43%	+$22K	0.04%	329
2017 Q2	$49K	Sell	3,078 -1,327	-30%	-$21.8K	0.03%	371
2017 Q1	$73K	Sell	4,405 -1,611	-27%	-$25.1K	0.04%	323
2016 Q4	$87K	Buy	+6,016	New	+$88.8K	0.05%	257

Other funds holding EDF

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

YorkBridge Wealth Partners's EDF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q3 2019, closing a stake of 2,667 shares — an estimated $37K sold.

YorkBridge Wealth Partners first reported a position in EDF in Q4 2016 and held it in 11 quarters. The position peaked at $87K in Q4 2016. 21 funds tracked by Wall St. Rank hold EDF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,667 Virtus Stone Harbor Emerging Markets Income Fund shares in Q3 2019, an estimated $37K.
YorkBridge Wealth Partners first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $87K in Q4 2016.
21 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.