Baystate Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Baystate Wealth Management’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
2023 Q4	$5.19K	Buy	+1,017	New	+$4.88K	﹤0.01%	879

Other funds holding TEI

ECM

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

OIA

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Baystate Wealth Management's TEI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Templeton Emerging Markets Income Fund (TEI) in Q4 2023: 1,017 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

81 funds tracked by Wall St. Rank hold TEI as of Q4 2023.

Baystate Wealth Management held 1,017 shares of Templeton Emerging Markets Income Fund worth $5.19K as of Q4 2023.
Templeton Emerging Markets Income Fund was a new Baystate Wealth Management position in Q4 2023.
Templeton Emerging Markets Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #879 holding.
81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.