Boaz Weinstein’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Boaz Weinstein’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 Q1	–	Sell	-85,610	Closed	-$470K	–	798
2022 Q4	$470K	Buy	+85,610	New	+$412K	0.01%	550
2018 Q4	–	Sell	-3,600,542	Closed	-$36M	–	178
2018 Q3	$36M	Sell	3,600,542 -2,510,566	-41%	-$25.7M	1.85%	19
2018 Q2	$62.8M	Sell	6,111,108 -148,530	-2%	-$1.62M	3.91%	6
2018 Q1	$70.7M	Buy	6,259,638 +1,470,736	+31%	+$17.2M	3.93%	6
2017 Q4	$53.5M	Buy	4,788,902 +2,588,466	+118%	+$29.8M	4.19%	4
2017 Q3	$25.5M	Buy	2,200,436 +1,816,667	+473%	+$20.7M	2.58%	11
2017 Q2	$4.31M	Buy	+383,769	New	+$4.37M	0.39%	47
2016 Q2	–	Sell	-16,357	Closed	-$168K	–	107
2016 Q1	$168K	Sell	16,357 -26,377	-62%	-$255K	0.02%	102
2015 Q4	$426K	Hold	42,734	–	–	0.04%	87
2015 Q3	$414K	Sell	42,734 -65,823	-61%	-$674K	0.03%	90
2015 Q2	$1.16M	Buy	+108,557	New	+$1.2M	0.12%	78

Other funds holding TEI

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

ECM

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

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

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

OIA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

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

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

Boaz Weinstein's TEI Position: Q1 2023 in Review

Boaz Weinstein sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2023, closing a stake of 85,610 shares — an estimated $470K sold.

Boaz Weinstein first reported a position in TEI in Q2 2015 and held it in 11 quarters. The position peaked at $70.7M in Q1 2018. 77 funds tracked by Wall St. Rank hold TEI as of Q1 2023.

Boaz Weinstein reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2023 after selling out during the quarter.
Boaz Weinstein sold 85,610 Templeton Emerging Markets Income Fund shares in Q1 2023, an estimated $470K.
Boaz Weinstein first reported a position in Templeton Emerging Markets Income Fund in Q2 2015 and held it in 11 quarters.
Boaz Weinstein's Templeton Emerging Markets Income Fund position peaked at $70.7M in Q1 2018.
77 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2023.

Based on Saba Capital Management's 13F filing for Q1 2023, filed 15 May 2023.