IFG
TEI

Independent Financial Group’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-10,000
Closed -$74.8K – 506
2020
Q1 		$74.8K Buy
+10,000
New +$86.7K 0.02% 394

Other funds holding TEI

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's TEI Position: Q2 2020 in Review

Independent Financial Group sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2020, closing a stake of 10,000 shares — an estimated $74.8K sold.

Independent Financial Group first reported a position in TEI in Q1 2020 and held it in 1 quarter. The position peaked at $74.8K in Q1 2020. 80 funds tracked by Wall St. Rank hold TEI as of Q2 2020.

  • Independent Financial Group reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 10,000 Templeton Emerging Markets Income Fund shares in Q2 2020, an estimated $74.8K.
  • Independent Financial Group first reported a position in Templeton Emerging Markets Income Fund in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's Templeton Emerging Markets Income Fund position peaked at $74.8K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.