HCA
TEI

Harbour Capital Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Harbour Capital Advisors’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
2026
Q2 		$326K Sell
48,049
-710
-1% -$4.56K 0.06% 242
2026
Q1 		$321K Hold
48,759
– – 0.06% 228
2025
Q4 		$318K Sell
48,759
-4,525
-8% -$28.8K 0.06% 222
2025
Q3 		$332K Sell
53,284
-6,910
-11% -$42.2K 0.07% 224
2025
Q2 		$372K Sell
60,194
-4,100
-6% -$22.6K 0.08% 210
2025
Q1 		$347K Hold
64,294
– – 0.09% 208
2024
Q4 		$334K Sell
64,294
-740
-1% -$4.04K 0.07% 219
2024
Q3 		$376K Buy
65,034
+1,000
+2% +$5.59K 0.09% 205
2024
Q2 		$342K Sell
64,034
-2,845
-4% -$15.2K 0.08% 216
2024
Q1 		$357K Buy
66,879
+800
+1% +$4.18K 0.09% 207
2023
Q4 		$336K Buy
66,079
+620
+0.9% +$2.97K 0.09% 199
2023
Q3 		$302K Buy
65,459
+10,100
+18% +$50.7K 0.09% 194
2023
Q2 		$284K Sell
55,359
-6,600
-11% -$33.3K 0.08% 207
2023
Q1 		$315K Buy
61,959
+15,150
+32% +$81.7K 0.1% 192
2022
Q4 		$250K Sell
46,809
-242
-0.5% -$1.16K 0.08% 199
2022
Q3 		$210K Buy
+47,051
New +$239K 0.07% 205

Other funds holding TEI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return