BWM
TDF

BerganKDV Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

BerganKDV Wealth Management’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
2021
Q3 		– Sell
-1,000
Closed -$24K – 1090
2021
Q2 		$24K Buy
+1,000
New +$23K ﹤0.01% 498

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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BerganKDV Wealth Management's TDF Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Templeton Dragon Fund (TDF) in Q3 2021, closing a stake of 1,000 shares — an estimated $24K sold.

BerganKDV Wealth Management first reported a position in TDF in Q2 2021 and held it in 1 quarter. The position peaked at $24K in Q2 2021. 50 funds tracked by Wall St. Rank hold TDF as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Templeton Dragon Fund position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,000 Templeton Dragon Fund shares in Q3 2021, an estimated $24K.
  • BerganKDV Wealth Management first reported a position in Templeton Dragon Fund in Q2 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Templeton Dragon Fund position peaked at $24K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.