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

Arkadios 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
2021 Q4	–	Sell	-433	Closed	-$3K	–	1654
2021 Q3	$3K	Sell	433 -194	-31%	-$1.53K	﹤0.01%	1724
2021 Q2	$4K	Buy	+627	New	+$4.9K	﹤0.01%	1785
2020 Q1	–	Sell	-535	Closed	-$4.88K	–	1295
2019 Q4	$4.88K	Buy	+535	New	+$4.82K	﹤0.01%	703

Other funds holding TEI

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

OIA

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

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

RCM

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

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

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Arkadios Wealth Advisors's TEI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2021, closing a stake of 433 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in TEI in Q4 2019 and held it in 3 quarters. The position peaked at $4.88K in Q4 2019. 71 funds tracked by Wall St. Rank hold TEI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 433 Templeton Emerging Markets Income Fund shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in Templeton Emerging Markets Income Fund in Q4 2019 and held it in 3 quarters.
Arkadios Wealth Advisors's Templeton Emerging Markets Income Fund position peaked at $4.88K in Q4 2019.
71 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.