GI
TDF

Gradient Investments’s Templeton Dragon Fund TDF Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-850
Closed -$7.26K – 1912
2023
Q3 		$7.26K Buy
+850
New +$7.74K ﹤0.01% 870
2014
Q2 		– Sell
-1,410
Closed -$35K – 565
2014
Q1 		$35K Buy
+1,410
New +$33.8K 0.01% 226

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Gradient Investments's TDF Position: Q4 2023 in Review

Gradient Investments sold out of Templeton Dragon Fund (TDF) in Q4 2023, closing a stake of 850 shares — an estimated $7.26K sold.

Gradient Investments first reported a position in TDF in Q1 2014 and held it in 2 quarters. The position peaked at $35K in Q1 2014. 38 funds tracked by Wall St. Rank hold TDF as of Q4 2023.

  • Gradient Investments reported no remaining Templeton Dragon Fund position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 850 Templeton Dragon Fund shares in Q4 2023, an estimated $7.26K.
  • Gradient Investments first reported a position in Templeton Dragon Fund in Q1 2014 and held it in 2 quarters.
  • Gradient Investments's Templeton Dragon Fund position peaked at $35K in Q1 2014.
  • 38 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.