CFA
TEI

Carroll Financial Associates’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Carroll Financial Associates’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
2021
Q3 		– Sell
-1,500
Closed -$11K – 1942
2021
Q2 		$11K Buy
+1,500
New +$11.7K ﹤0.01% 1270

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Carroll Financial Associates's TEI Position: Q3 2021 in Review

Carroll Financial Associates sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2021, closing a stake of 1,500 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in TEI in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 71 funds tracked by Wall St. Rank hold TEI as of Q3 2021.

  • Carroll Financial Associates reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,500 Templeton Emerging Markets Income Fund shares in Q3 2021, an estimated $11K.
  • Carroll Financial Associates first reported a position in Templeton Emerging Markets Income Fund in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Templeton Emerging Markets Income Fund position peaked at $11K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.