Gradient Investments’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Gradient Investments’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
2022 Q4	–	Sell	-817	Closed	-$4K	–	1659
2022 Q3	$4K	Buy	+817	New	+$4.16K	﹤0.01%	1018
2021 Q1	–	Sell	-1,610	Closed	-$12K	–	1283
2020 Q4	$12K	Hold	1,610	–	–	﹤0.01%	668
2020 Q3	$12K	Hold	1,610	–	–	﹤0.01%	672
2020 Q2	$13K	Hold	1,610	–	–	﹤0.01%	608
2020 Q1	$12K	Hold	1,610	–	–	﹤0.01%	623
2019 Q4	$15K	Hold	1,610	–	–	﹤0.01%	620
2019 Q3	$15K	Hold	1,610	–	–	﹤0.01%	577
2019 Q2	$16K	Hold	1,610	–	–	﹤0.01%	554
2019 Q1	$16K	Hold	1,610	–	–	﹤0.01%	482
2018 Q4	$15K	Hold	1,610	–	–	﹤0.01%	509
2018 Q3	$16K	Hold	1,610	–	–	﹤0.01%	549
2018 Q2	$17K	Hold	1,610	–	–	﹤0.01%	517
2018 Q1	$18K	Hold	1,610	–	–	﹤0.01%	499
2017 Q4	$18K	Buy	+1,610	New	+$18.5K	﹤0.01%	488
2017 Q3	–	Sell	-1,610	Closed	-$18K	–	660
2017 Q2	$18K	Hold	1,610	–	–	﹤0.01%	403
2017 Q1	$18K	Hold	1,610	–	–	﹤0.01%	425
2016 Q4	$18K	Hold	1,610	–	–	﹤0.01%	372
2016 Q3	$18K	Hold	1,610	–	–	﹤0.01%	370
2016 Q2	$17K	Sell	1,610 -250	-13%	-$2.61K	﹤0.01%	366
2016 Q1	$19K	Buy	1,860 +250	+16%	+$2.42K	﹤0.01%	359
2015 Q4	$16K	Hold	1,610	–	–	﹤0.01%	347
2015 Q3	$16K	Hold	1,610	–	–	﹤0.01%	333
2015 Q2	$17K	Hold	1,610	–	–	﹤0.01%	324
2015 Q1	$17K	Hold	1,610	–	–	﹤0.01%	335
2014 Q4	$18K	Hold	1,610	–	–	﹤0.01%	306
2014 Q3	$20K	Hold	1,610	–	–	﹤0.01%	278
2014 Q2	$22K	Hold	1,610	–	–	﹤0.01%	283
2014 Q1	$23K	Hold	1,610	–	–	0.01%	273
2013 Q4	$22K	Hold	1,610	–	–	0.01%	294
2013 Q3	$23K	Hold	1,610	–	–	0.01%	220
2013 Q2	$24K	Buy	+1,610	New	+$25.7K	0.01%	216

Other funds holding TEI

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Gradient Investments's TEI Position: Q4 2022 in Review

Gradient Investments sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2022, closing a stake of 817 shares — an estimated $4K sold.

Gradient Investments first reported a position in TEI in Q2 2013 and held it in 31 quarters. The position peaked at $24K in Q2 2013. 82 funds tracked by Wall St. Rank hold TEI as of Q4 2022.

Gradient Investments reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 817 Templeton Emerging Markets Income Fund shares in Q4 2022, an estimated $4K.
Gradient Investments first reported a position in Templeton Emerging Markets Income Fund in Q2 2013 and held it in 31 quarters.
Gradient Investments's Templeton Emerging Markets Income Fund position peaked at $24K in Q2 2013.
82 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.