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Institute for Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Institute for Wealth Management’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
2019
Q3 		– Sell
-10,087
Closed -$103K – 468
2019
Q2 		$103K Hold
10,087
– – 0.02% 458
2019
Q1 		$103K Buy
+10,087
New +$103K 0.02% 434

Other funds holding TEI

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institute for Wealth Management's TEI Position: Q3 2019 in Review

Institute for Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2019, closing a stake of 10,087 shares — an estimated $103K sold.

Institute for Wealth Management first reported a position in TEI in Q1 2019 and held it in 2 quarters. The position peaked at $103K in Q2 2019. 88 funds tracked by Wall St. Rank hold TEI as of Q3 2019.

  • Institute for Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 10,087 Templeton Emerging Markets Income Fund shares in Q3 2019, an estimated $103K.
  • Institute for Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2019 and held it in 2 quarters.
  • Institute for Wealth Management's Templeton Emerging Markets Income Fund position peaked at $103K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.