Baldwin Wealth Partners’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Baldwin Wealth Partners’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
2020 Q1	–	Sell	-1,500	Closed	-$14K	–	569
2019 Q4	$14K	Hold	1,500	–	–	﹤0.01%	437
2019 Q3	$14K	Hold	1,500	–	–	﹤0.01%	430
2019 Q2	$15K	Hold	1,500	–	–	﹤0.01%	423
2019 Q1	$15K	Hold	1,500	–	–	﹤0.01%	419
2018 Q4	$14K	Hold	1,500	–	–	﹤0.01%	413
2018 Q3	$15K	Hold	1,500	–	–	﹤0.01%	433
2018 Q2	$15K	Hold	1,500	–	–	﹤0.01%	431
2018 Q1	$17K	Hold	1,500	–	–	﹤0.01%	400
2017 Q4	$17K	Hold	1,500	–	–	﹤0.01%	392
2017 Q3	$17K	Hold	1,500	–	–	﹤0.01%	388
2017 Q2	$17K	Hold	1,500	–	–	﹤0.01%	389
2017 Q1	$17K	Hold	1,500	–	–	﹤0.01%	382
2016 Q4	$16K	Hold	1,500	–	–	﹤0.01%	387
2016 Q3	$17K	Hold	1,500	–	–	﹤0.01%	398
2016 Q2	$16K	Sell	1,500 -375	-20%	-$3.92K	﹤0.01%	358
2016 Q1	$19K	Buy	+1,875	New	+$18.1K	﹤0.01%	368

Other funds holding TEI

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baldwin Wealth Partners's TEI Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2020, closing a stake of 1,500 shares — an estimated $14K sold.

Baldwin Wealth Partners first reported a position in TEI in Q1 2016 and held it in 16 quarters. The position peaked at $19K in Q1 2016. 82 funds tracked by Wall St. Rank hold TEI as of Q1 2020.

Baldwin Wealth Partners reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 1,500 Templeton Emerging Markets Income Fund shares in Q1 2020, an estimated $14K.
Baldwin Wealth Partners first reported a position in Templeton Emerging Markets Income Fund in Q1 2016 and held it in 16 quarters.
Baldwin Wealth Partners's Templeton Emerging Markets Income Fund position peaked at $19K in Q1 2016.
82 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.