Comprehensive Financial Consultants Institutional’s Templeton Dragon Fund TDF Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-215	Closed	-$3K	–	460
2021 Q4	$3K	Buy	+215	New	+$3.84K	﹤0.01%	418

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's TDF Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Templeton Dragon Fund (TDF) in Q1 2022, closing a stake of 215 shares — an estimated $3K sold.

Comprehensive Financial Consultants Institutional first reported a position in TDF in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 49 funds tracked by Wall St. Rank hold TDF as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Templeton Dragon Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 215 Templeton Dragon Fund shares in Q1 2022, an estimated $3K.
Comprehensive Financial Consultants Institutional first reported a position in Templeton Dragon Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Templeton Dragon Fund position peaked at $3K in Q4 2021.
49 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.