ATC
EMF

Advantage Trust Company’s Templeton Emerging Markets Fund EMF Stock Holding History

Advantage Trust Company’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,500
Closed -$30.9K – 157
2024
Q2 		$30.9K Hold
2,500
– – 0.02% 130
2024
Q1 		$29.9K Hold
2,500
– – 0.02% 129
2023
Q4 		$29.2K Buy
+2,500
New +$28.5K 0.02% 134

Other funds holding EMF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Trust Company's EMF Position: Q3 2024 in Review

Advantage Trust Company sold out of Templeton Emerging Markets Fund (EMF) in Q3 2024, closing a stake of 2,500 shares — an estimated $30.9K sold.

Advantage Trust Company first reported a position in EMF in Q4 2023 and held it in 3 quarters. The position peaked at $30.9K in Q2 2024. 59 funds tracked by Wall St. Rank hold EMF as of Q3 2024.

  • Advantage Trust Company reported no remaining Templeton Emerging Markets Fund position as of Q3 2024 after selling out during the quarter.
  • Advantage Trust Company sold 2,500 Templeton Emerging Markets Fund shares in Q3 2024, an estimated $30.9K.
  • Advantage Trust Company first reported a position in Templeton Emerging Markets Fund in Q4 2023 and held it in 3 quarters.
  • Advantage Trust Company's Templeton Emerging Markets Fund position peaked at $30.9K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q3 2024.

Based on Advantage Trust Company's 13F filing for Q3 2024, filed 4 Nov 2024.