IA
TEI

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

IFP 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
2024
Q1 		– Sell
-1,055
Closed -$5.38K – 3236
2023
Q4 		$5.38K Hold
1,055
– – ﹤0.01% 2400
2023
Q3 		$4.86K Hold
1,055
– – ﹤0.01% 2511
2023
Q2 		$5.43K Hold
1,055
– – ﹤0.01% 2519
2023
Q1 		$11.1K Sell
1,055
-1,600
-60% -$8.63K ﹤0.01% 2243
2022
Q4 		$28K Buy
2,655
+98
+4% +$472 ﹤0.01% 2653
2022
Q3 		$27K Buy
2,557
+177
+7% +$901 ﹤0.01% 2848
2022
Q2 		$25K Hold
2,380
– – ﹤0.01% 2677
2022
Q1 		$25K Buy
+2,380
New +$16.4K ﹤0.01% 2676
2019
Q1 		– Sell
-11,990
Closed -$115K – 3336
2018
Q4 		$115K Sell
11,990
-550
-4% -$5.3K 0.01% 1124
2018
Q3 		$125K Buy
12,540
+1,900
+18% +$19.5K 0.01% 1346
2018
Q2 		$109K Buy
10,640
+9,579
+903% +$104K ﹤0.01% 1430
2018
Q1 		$12K Hold
1,061
– – ﹤0.01% 2685
2017
Q4 		$12K Sell
1,061
-27,423
-96% -$316K ﹤0.01% 2722
2017
Q3 		$330K Sell
28,484
-2,625
-8% -$29.9K 0.01% 879
2017
Q2 		$349K Buy
31,109
+9,079
+41% +$103K 0.01% 833
2017
Q1 		$247K Buy
22,030
+4,916
+29% +$56K 0.01% 1015
2016
Q4 		$187K Buy
17,114
+2,714
+19% +$29.1K 0.01% 1090
2016
Q3 		$158K Buy
14,400
+10,363
+257% +$113K 0.01% 1121
2016
Q2 		$42K Buy
+4,037
New +$42.2K ﹤0.01% 1884
2016
Q1 		– Sell
-2,262
Closed -$23K – 3341
2015
Q4 		$23K Buy
+2,262
New +$22.6K ﹤0.01% 2086

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's TEI Position: Q1 2024 in Review

IFP Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2024, closing a stake of 1,055 shares — an estimated $5.38K sold.

IFP Advisors first reported a position in TEI in Q4 2015 and held it in 20 quarters. The position peaked at $349K in Q2 2017. 78 funds tracked by Wall St. Rank hold TEI as of Q1 2024.

  • IFP Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 1,055 Templeton Emerging Markets Income Fund shares in Q1 2024, an estimated $5.38K.
  • IFP Advisors first reported a position in Templeton Emerging Markets Income Fund in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Templeton Emerging Markets Income Fund position peaked at $349K in Q2 2017.
  • 78 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.