9258 Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

9258 Wealth Management’s Portfolio TEI Stock Details TEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-12,545	Closed	-$92K	–	359
2021 Q1	$92K	Sell	12,545 -1,108	-8%	-$8.43K	0.03%	328
2020 Q4	$106K	Sell	13,653 -2,283	-14%	-$17.3K	0.03%	305
2020 Q3	$116K	Sell	15,936 -2,250	-12%	-$17.2K	0.04%	283
2020 Q2	$143K	Buy	18,186 +102	+0.6%	+$776	0.06%	264
2020 Q1	$133K	Sell	18,084 -856	-5%	-$7.42K	0.06%	252
2019 Q4	$174K	Buy	18,940 +113	+0.6%	+$1.02K	0.06%	292
2019 Q3	$171K	Sell	18,827 -392	-2%	-$3.8K	0.13%	166
2019 Q2	$196K	Buy	19,219 +96	+0.5%	+$973	0.16%	162
2019 Q1	$196K	Buy	19,123 +68	+0.4%	+$698	0.17%	155
2018 Q4	$183K	Buy	+19,055	New	+$184K	0.18%	154

Other funds holding TEI

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Bank of America

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return