CW
EMF

Cobiz Wealth’s Templeton Emerging Markets Fund EMF Stock Holding History

Cobiz Wealth’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,600
Closed -$28K – 187
2013
Q2 		$28K Buy
+1,600
New +$31.1K 0.01% 208

Other funds holding EMF

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
STI
Susquehanna Trust & Investment Lititz, Pennsylvania $457M AUM 0.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cobiz Wealth's EMF Position: Q3 2013 in Review

Cobiz Wealth sold out of Templeton Emerging Markets Fund (EMF) in Q3 2013, closing a stake of 1,600 shares — an estimated $28K sold.

Cobiz Wealth first reported a position in EMF in Q2 2013 and held it in 1 quarter. The position peaked at $28K in Q2 2013. 37 funds tracked by Wall St. Rank hold EMF as of Q3 2013.

  • Cobiz Wealth reported no remaining Templeton Emerging Markets Fund position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 1,600 Templeton Emerging Markets Fund shares in Q3 2013, an estimated $28K.
  • Cobiz Wealth first reported a position in Templeton Emerging Markets Fund in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Templeton Emerging Markets Fund position peaked at $28K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.