FWM
TDF

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

Filbrandt 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
Q4 		– Sell
-2,379
Closed -$52K – 184
2020
Q3 		$52K Hold
2,379
– – 0.04% 81
2020
Q2 		$48K Hold
2,379
– – 0.04% 117
2020
Q1 		$41K Hold
2,379
– – 0.05% 82
2019
Q4 		$46K Buy
+2,379
New +$44.3K 0.04% 90

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
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Filbrandt Wealth Management's TDF Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of Templeton Dragon Fund (TDF) in Q4 2020, closing a stake of 2,379 shares — an estimated $52K sold.

Filbrandt Wealth Management first reported a position in TDF in Q4 2019 and held it in 4 quarters. The position peaked at $52K in Q3 2020. 55 funds tracked by Wall St. Rank hold TDF as of Q4 2020.

  • Filbrandt Wealth Management reported no remaining Templeton Dragon Fund position as of Q4 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 2,379 Templeton Dragon Fund shares in Q4 2020, an estimated $52K.
  • Filbrandt Wealth Management first reported a position in Templeton Dragon Fund in Q4 2019 and held it in 4 quarters.
  • Filbrandt Wealth Management's Templeton Dragon Fund position peaked at $52K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.