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

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-1,500	Closed	-$19K	–	697
2019 Q2	$19K	Hold	1,500	–	–	0.01%	486
2019 Q1	$19K	Hold	1,500	–	–	0.01%	477
2018 Q4	$16K	Hold	1,500	–	–	0.01%	512
2018 Q3	$19K	Hold	1,500	–	–	0.01%	536
2018 Q2	$19K	Hold	1,500	–	–	0.01%	548
2018 Q1	$23K	Buy	+1,500	New	+$23K	0.01%	489

Other funds holding EDI

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

LTFS

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

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

YorkBridge Wealth Partners sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q3 2019, closing a stake of 1,500 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in EDI in Q1 2018 and held it in 6 quarters. The position peaked at $23K in Q1 2018. 19 funds tracked by Wall St. Rank hold EDI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,500 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q3 2019, an estimated $19K.
YorkBridge Wealth Partners first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q1 2018 and held it in 6 quarters.
YorkBridge Wealth Partners's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $23K in Q1 2018.
19 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q3 2019.

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