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Money Concepts Capital’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,600
Closed -$14.3K – 2640
2022
Q4 		$14.3K Buy
+2,600
New +$12.5K ﹤0.01% 1840
2022
Q2 		– Sell
-2,600
Closed -$18K – 2510
2022
Q1 		$18K Buy
+2,600
New +$18K ﹤0.01% 1668

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Money Concepts Capital's TEI Position: Q1 2023 in Review

Money Concepts Capital sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2023, closing a stake of 2,600 shares — an estimated $14.3K sold.

Money Concepts Capital first reported a position in TEI in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 77 funds tracked by Wall St. Rank hold TEI as of Q1 2023.

  • Money Concepts Capital reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,600 Templeton Emerging Markets Income Fund shares in Q1 2023, an estimated $14.3K.
  • Money Concepts Capital first reported a position in Templeton Emerging Markets Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Templeton Emerging Markets Income Fund position peaked at $18K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.