EWA
TEI

EverSource Wealth Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

EverSource Wealth 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
2023
Q3 		– Sell
-125
Closed -$644 – 2653
2023
Q2 		$644 Hold
125
– – ﹤0.01% 2304
2023
Q1 		$634 Hold
125
– – ﹤0.01% 2182
2022
Q4 		$686 Hold
125
– – ﹤0.01% 2159
2022
Q3 		$1K Buy
+125
New +$636 ﹤0.01% 1894

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

EverSource Wealth Advisors's TEI Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2023, closing a stake of 125 shares — an estimated $644 sold.

EverSource Wealth Advisors first reported a position in TEI in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 77 funds tracked by Wall St. Rank hold TEI as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 125 Templeton Emerging Markets Income Fund shares in Q3 2023, an estimated $644.
  • EverSource Wealth Advisors first reported a position in Templeton Emerging Markets Income Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Templeton Emerging Markets Income Fund position peaked at $1K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.