CFA
TEI

Cahill Financial Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Cahill Financial Advisors’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
2014
Q1 		– Sell
-11,435
Closed -$157K – 119
2013
Q4 		$157K Buy
+11,435
New +$163K 0.14% 107

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

Cahill Financial Advisors's TEI Position: Q1 2014 in Review

Cahill Financial Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2014, closing a stake of 11,435 shares — an estimated $157K sold.

Cahill Financial Advisors first reported a position in TEI in Q4 2013 and held it in 1 quarter. The position peaked at $157K in Q4 2013. 69 funds tracked by Wall St. Rank hold TEI as of Q1 2014.

  • Cahill Financial Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 11,435 Templeton Emerging Markets Income Fund shares in Q1 2014, an estimated $157K.
  • Cahill Financial Advisors first reported a position in Templeton Emerging Markets Income Fund in Q4 2013 and held it in 1 quarter.
  • Cahill Financial Advisors's Templeton Emerging Markets Income Fund position peaked at $157K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2014.

Based on Cahill Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.