AWM
TEI

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

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Invesco
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OIA
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Morgan Stanley
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VIA
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AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return