GWM
TEI

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

Gupta 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
2015
Q4 		– Sell
-415
Closed -$4K – 1357
2015
Q3 		$4K Hold
415
– – ﹤0.01% 1070
2015
Q2 		$4K Buy
+415
New +$4.58K ﹤0.01% 1049

Other funds holding TEI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 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
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's TEI Position: Q4 2015 in Review

Gupta Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2015, closing a stake of 415 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in TEI in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 81 funds tracked by Wall St. Rank hold TEI as of Q4 2015.

  • Gupta Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 415 Templeton Emerging Markets Income Fund shares in Q4 2015, an estimated $4K.
  • Gupta Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Templeton Emerging Markets Income Fund position peaked at $4K in Q3 2015.
  • 81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.