EWM
TDF

EPG Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-100
Closed -$2K – 687
2020
Q1 		$2K Hold
100
– – ﹤0.01% 703
2019
Q4 		$2K Buy
+100
New +$1.86K ﹤0.01% 620

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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

EPG Wealth Management's TDF Position: Q2 2020 in Review

EPG Wealth Management sold out of Templeton Dragon Fund (TDF) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in TDF in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 59 funds tracked by Wall St. Rank hold TDF as of Q2 2020.

  • EPG Wealth Management reported no remaining Templeton Dragon Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 100 Templeton Dragon Fund shares in Q2 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in Templeton Dragon Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Templeton Dragon Fund position peaked at $2K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.