ISL
TDF

Ingalls & Snyder LLC’s Templeton Dragon Fund TDF Stock Holding History

Ingalls & Snyder LLC’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
2013
Q4 		– Sell
-7,700
Closed -$200K – 357
2013
Q3 		$200K Buy
+7,700
New +$199K 0.01% 320

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
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zweig Advisers Hartford, Connecticut $586M AUM 1.34% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ingalls & Snyder LLC's TDF Position: Q4 2013 in Review

Ingalls & Snyder LLC sold out of Templeton Dragon Fund (TDF) in Q4 2013, closing a stake of 7,700 shares — an estimated $200K sold.

Ingalls & Snyder LLC first reported a position in TDF in Q3 2013 and held it in 1 quarter. The position peaked at $200K in Q3 2013. 69 funds tracked by Wall St. Rank hold TDF as of Q4 2013.

  • Ingalls & Snyder LLC reported no remaining Templeton Dragon Fund position as of Q4 2013 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 7,700 Templeton Dragon Fund shares in Q4 2013, an estimated $200K.
  • Ingalls & Snyder LLC first reported a position in Templeton Dragon Fund in Q3 2013 and held it in 1 quarter.
  • Ingalls & Snyder LLC's Templeton Dragon Fund position peaked at $200K in Q3 2013.
  • 69 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2013.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2013, filed 24 Jan 2014.