IWM
TDF

IHT Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-622
Closed -$14K – 1252
2018
Q1 		$14K Hold
622
– – ﹤0.01% 1091
2017
Q4 		$14K Buy
622
+52
+9% +$1.11K ﹤0.01% 1096
2017
Q3 		$12K Hold
570
– – 0.01% 920
2017
Q2 		$202 Buy
+570
New +$11K 0.1% 224

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

IHT Wealth Management's TDF Position: Q2 2018 in Review

IHT Wealth Management sold out of Templeton Dragon Fund (TDF) in Q2 2018, closing a stake of 622 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in TDF in Q2 2017 and held it in 4 quarters. The position peaked at $14K in Q1 2018. 75 funds tracked by Wall St. Rank hold TDF as of Q2 2018.

  • IHT Wealth Management reported no remaining Templeton Dragon Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 622 Templeton Dragon Fund shares in Q2 2018, an estimated $14K.
  • IHT Wealth Management first reported a position in Templeton Dragon Fund in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Templeton Dragon Fund position peaked at $14K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.