AFA
TDF

Arlington Financial Advisors’s Templeton Dragon Fund TDF Stock Holding History

Arlington Financial Advisors’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
2019
Q1 		– Sell
-473,494
Closed -$8.05M – 76
2018
Q4 		$8.05M Sell
473,494
-114,793
-20% -$2.01M 3.42% 4
2018
Q3 		$10.2M Buy
588,287
+35,217
+6% +$724K 6.13% 3
2018
Q2 		$11.8M Buy
553,070
+29,625
+6% +$657K 6.85% 3
2018
Q1 		$11.7M Sell
523,445
-26,523
-5% -$604K 7.7% 2
2017
Q4 		$13.3M Buy
+549,968
New +$11.7M 6.28% 3

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arlington Financial Advisors's TDF Position: Q1 2019 in Review

Arlington Financial Advisors sold out of Templeton Dragon Fund (TDF) in Q1 2019, closing a stake of 473,494 shares — an estimated $8.05M sold.

Arlington Financial Advisors first reported a position in TDF in Q4 2017 and held it in 5 quarters. The position peaked at $13.3M in Q4 2017. 60 funds tracked by Wall St. Rank hold TDF as of Q1 2019.

  • Arlington Financial Advisors reported no remaining Templeton Dragon Fund position as of Q1 2019 after selling out during the quarter.
  • Arlington Financial Advisors sold 473,494 Templeton Dragon Fund shares in Q1 2019, an estimated $8.05M.
  • Arlington Financial Advisors first reported a position in Templeton Dragon Fund in Q4 2017 and held it in 5 quarters.
  • Arlington Financial Advisors's Templeton Dragon Fund position peaked at $13.3M in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2019.

Based on Arlington Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.