Ancora Family Wealth Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$678K	Buy	61,639 +3,009	+5%	+$32.8K	0.23%	108
2016 Q2	$614K	Buy	58,630 +13,005	+29%	+$136K	0.23%	108
2016 Q1	$469K	Buy	45,625 +4,225	+10%	+$40.8K	0.19%	124
2015 Q4	$413K	Buy	41,400 +7,500	+22%	+$74.9K	0.18%	129
2015 Q3	$328K	Buy	+33,900	New	+$347K	0.14%	149

Other funds holding TEI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

RCM

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

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

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

IWC

Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ancora Family Wealth Advisors's TEI Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Templeton Emerging Markets Income Fund (TEI) stake by 5.1% in Q3 2016, buying an estimated $32.8K and bringing the position to 61,639 shares worth $678K. The position accounts for 0.23% of the portfolio, ranked #108.

Ancora Family Wealth Advisors first reported a position in TEI in Q3 2015 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold TEI as of Q3 2016.

Ancora Family Wealth Advisors held 61,639 shares of Templeton Emerging Markets Income Fund worth $678K as of Q3 2016.
Ancora Family Wealth Advisors bought 3,009 Templeton Emerging Markets Income Fund shares in Q3 2016, an estimated $32.8K.
Templeton Emerging Markets Income Fund made up 0.23% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #108 holding.
Ancora Family Wealth Advisors first reported a position in Templeton Emerging Markets Income Fund in Q3 2015 and has held it in 5 quarters since.
76 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.