MSA
TEI

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

Marathon Strategic 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
Q3 		– Sell
-23,144
Closed -$123K – 44
2024
Q2 		$123K Buy
+23,144
New +$124K 0.14% 45

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marathon Strategic Advisors's TEI Position: Q3 2024 in Review

Marathon Strategic Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2024, closing a stake of 23,144 shares — an estimated $123K sold.

Marathon Strategic Advisors first reported a position in TEI in Q2 2024 and held it in 1 quarter. The position peaked at $123K in Q2 2024. 85 funds tracked by Wall St. Rank hold TEI as of Q3 2024.

  • Marathon Strategic Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2024 after selling out during the quarter.
  • Marathon Strategic Advisors sold 23,144 Templeton Emerging Markets Income Fund shares in Q3 2024, an estimated $123K.
  • Marathon Strategic Advisors first reported a position in Templeton Emerging Markets Income Fund in Q2 2024 and held it in 1 quarter.
  • Marathon Strategic Advisors's Templeton Emerging Markets Income Fund position peaked at $123K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2024.

Based on Marathon Strategic Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.