AIP
TDF

Ahrens Investment Partners’s Templeton Dragon Fund TDF Stock Holding History

Ahrens Investment Partners’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,700
Closed -$279K – 208
2020
Q3 		$279K Buy
+12,700
New +$287K 0.19% 120

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1CP
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UCI
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
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Ahrens Investment Partners's TDF Position: Q4 2020 in Review

Ahrens Investment Partners sold out of Templeton Dragon Fund (TDF) in Q4 2020, closing a stake of 12,700 shares — an estimated $279K sold.

Ahrens Investment Partners first reported a position in TDF in Q3 2020 and held it in 1 quarter. The position peaked at $279K in Q3 2020. 55 funds tracked by Wall St. Rank hold TDF as of Q4 2020.

  • Ahrens Investment Partners reported no remaining Templeton Dragon Fund position as of Q4 2020 after selling out during the quarter.
  • Ahrens Investment Partners sold 12,700 Templeton Dragon Fund shares in Q4 2020, an estimated $279K.
  • Ahrens Investment Partners first reported a position in Templeton Dragon Fund in Q3 2020 and held it in 1 quarter.
  • Ahrens Investment Partners's Templeton Dragon Fund position peaked at $279K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2020.

Based on Ahrens Investment Partners's 13F filing for Q4 2020, filed 2 Feb 2021.