HPM
TDF

Hudson Portfolio Management’s Templeton Dragon Fund TDF Stock Holding History

Hudson Portfolio 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
2021
Q3 		– Sell
-8,965
Closed -$212K – 104
2021
Q2 		$212K Sell
8,965
-100
-1% -$2.31K 0.19% 92
2021
Q1 		$213K Buy
+9,065
New +$224K 0.21% 94

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
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Hudson Portfolio Management's TDF Position: Q3 2021 in Review

Hudson Portfolio Management sold out of Templeton Dragon Fund (TDF) in Q3 2021, closing a stake of 8,965 shares — an estimated $212K sold.

Hudson Portfolio Management first reported a position in TDF in Q1 2021 and held it in 2 quarters. The position peaked at $213K in Q1 2021. 50 funds tracked by Wall St. Rank hold TDF as of Q3 2021.

  • Hudson Portfolio Management reported no remaining Templeton Dragon Fund position as of Q3 2021 after selling out during the quarter.
  • Hudson Portfolio Management sold 8,965 Templeton Dragon Fund shares in Q3 2021, an estimated $212K.
  • Hudson Portfolio Management first reported a position in Templeton Dragon Fund in Q1 2021 and held it in 2 quarters.
  • Hudson Portfolio Management's Templeton Dragon Fund position peaked at $213K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2021.

Based on Hudson Portfolio Management's 13F filing for Q3 2021, filed 9 Nov 2021.