Stone Harbor Emerging Markets Income Fund EDF
We take great care to ensure that the data presented and summarized in this overview for Stone Harbor Emerging Markets Income Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EDF
View all-
Morgan Stanley New York, NY1.06MShares$5.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC258KShares$1.24 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA220KShares$1.05 Million0.01% of portfolio
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Wedbush Securities Inc219KShares$1.05 Million0.04% of portfolio
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Kestra Advisory Services, LLC178KShares$852,1150.01% of portfolio
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J.W. Cole Advisors, Inc.174KShares$836,4190.04% of portfolio
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Moors & Cabot, Inc. Boston, MA108KShares$520,4640.03% of portfolio
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Dynamic Advisor Solutions LLC102KShares$490,7610.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL58.1KShares$278,9660.0% of portfolio
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Ubs Group Ag37.5KShares$180,0810.0% of portfolio
Latest Institutional Activity in EDF
Top Purchases
Top Sells
About EDF
Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in sovereign debt obligations, corporate debt securities, structured notes, convertible securities, securities issued by supranational organizations, floating rate commercial loans, and securitized loan participations. The fund focuses on factors such as liquidity, volatility, tax implications, interest rate sensitivity, counterparty risks, economic factors, currency exchange rates, and technical market considerations to create its portfolio. It benchmarks the performance of its portfolios against the JP Morgan EMBI Global Diversified TR Index, the JPMorgan CEMBI Broad Diversified Index, and the JPMorgan GBI-EM Global Diversified Composite TR Index. Virtus Stone Harbor Emerging Markets Income Fund was formed on December 22, 2010 and is domiciled in the United States.
Insider Transactions at EDF
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Nov 21
2023
|
Brian T Zino Director |
BUY
Open market or private purchase
|
Direct |
2,500
+50.0%
|
$10,000
$4.2 P/Share
|
|
Jan 23
2023
|
Donald C Burke Director |
BUY
Open market or private purchase
|
Direct |
1,000
+50.0%
|
$5,000
$5.36 P/Share
|
|
Nov 30
2022
|
John R Mallin Director |
BUY
Open market or private purchase
|
Direct |
2,515
+50.0%
|
$10,060
$4.13 P/Share
|
|
Feb 28
2022
|
Heath B Mclendon |
BUY
Open market or private purchase
|
Direct |
500
+5.87%
|
$3,000
$6.11 P/Share
|
|
Feb 14
2022
|
Heath B Mclendon |
BUY
Open market or private purchase
|
Direct |
500
+6.29%
|
$3,000
$6.47 P/Share
|
|
Jan 24
2022
|
James E Craige Executive Vice President |
BUY
Open market or private purchase
|
Direct |
40,100
+29.88%
|
$240,600
$6.02 P/Share
|
|
Dec 21
2021
|
James E Craige Executive Vice President |
BUY
Open market or private purchase
|
Indirect |
8,000
+22.52%
|
$48,000
$6.53 P/Share
|
|
Dec 10
2021
|
Alan Brott |
SELL
Open market or private sale
|
Direct |
2,622
-100.0%
|
$15,732
$6.62 P/Share
|
|
Apr 22
2021
|
Heath B Mclendon |
BUY
Open market or private purchase
|
Direct |
135
+2.35%
|
$1,080
$8.45 P/Share
|
|
Feb 12
2021
|
Heath B Mclendon |
BUY
Open market or private purchase
|
Direct |
170
+3.07%
|
$1,360
$8.74 P/Share
|
|
Nov 10
2020
|
James E Craige Executive Vice President |
BUY
Open market or private purchase
|
Indirect |
10,242
+46.86%
|
$61,452
$6.77 P/Share
|
|
Nov 09
2020
|
James E Craige Executive Vice President |
BUY
Open market or private purchase
|
Indirect |
1,052
+43.45%
|
$6,312
$6.79 P/Share
|