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

Aevitas 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
2019 Q2	–	Sell	-800	Closed	-$8K	–	312
2019 Q1	$8K	Hold	800	–	–	0.01%	317
2018 Q4	$8K	Hold	800	–	–	0.01%	322
2018 Q3	$8K	Hold	800	–	–	0.01%	365
2018 Q2	$8K	Hold	800	–	–	0.01%	343
2018 Q1	$9K	Hold	800	–	–	0.01%	336
2017 Q4	$9K	Buy	+800	New	+$9.21K	0.01%	331

Other funds holding TEI

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aevitas Wealth Management's TEI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2019, closing a stake of 800 shares — an estimated $8K sold.

Aevitas Wealth Management first reported a position in TEI in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2018. 82 funds tracked by Wall St. Rank hold TEI as of Q2 2019.

Aevitas Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 800 Templeton Emerging Markets Income Fund shares in Q2 2019, an estimated $8K.
Aevitas Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Templeton Emerging Markets Income Fund position peaked at $9K in Q1 2018.
82 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.