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Moody Lynn & Lieberson’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Moody Lynn & Lieberson’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
2014
Q1 		– Sell
-10,000
Closed -$137K – 217
2013
Q4 		$137K Hold
10,000
– – 0.02% 193
2013
Q3 		$143K Buy
+10,000
New +$142K 0.02% 175

Other funds holding TEI

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

Moody Lynn & Lieberson's TEI Position: Q1 2014 in Review

Moody Lynn & Lieberson sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2014, closing a stake of 10,000 shares — an estimated $137K sold.

Moody Lynn & Lieberson first reported a position in TEI in Q3 2013 and held it in 2 quarters. The position peaked at $143K in Q3 2013. 69 funds tracked by Wall St. Rank hold TEI as of Q1 2014.

  • Moody Lynn & Lieberson reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 10,000 Templeton Emerging Markets Income Fund shares in Q1 2014, an estimated $137K.
  • Moody Lynn & Lieberson first reported a position in Templeton Emerging Markets Income Fund in Q3 2013 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Templeton Emerging Markets Income Fund position peaked at $143K in Q3 2013.
  • 69 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2014, filed 30 Apr 2014.