EWM
TEI

Executive Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Executive Wealth Management’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
2024
Q1 		– Sell
-31,204
Closed -$159K – 253
2023
Q4 		$159K Buy
+31,204
New +$150K 0.02% 210

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Executive Wealth Management's TEI Position: Q1 2024 in Review

Executive Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2024, closing a stake of 31,204 shares — an estimated $159K sold.

Executive Wealth Management first reported a position in TEI in Q4 2023 and held it in 1 quarter. The position peaked at $159K in Q4 2023. 78 funds tracked by Wall St. Rank hold TEI as of Q1 2024.

  • Executive Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2024 after selling out during the quarter.
  • Executive Wealth Management sold 31,204 Templeton Emerging Markets Income Fund shares in Q1 2024, an estimated $159K.
  • Executive Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q4 2023 and held it in 1 quarter.
  • Executive Wealth Management's Templeton Emerging Markets Income Fund position peaked at $159K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2024.

Based on Executive Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.