MYIA
TDF

Mount Yale Investment Advisors’s Templeton Dragon Fund TDF Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-317
Closed -$3.17K – 1506
2025
Q2 		$3.17K Buy
+317
New +$3.01K ﹤0.01% 1280

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's TDF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Templeton Dragon Fund (TDF) in Q3 2025, closing a stake of 317 shares — an estimated $3.17K sold.

Mount Yale Investment Advisors first reported a position in TDF in Q2 2025 and held it in 1 quarter. The position peaked at $3.17K in Q2 2025. 48 funds tracked by Wall St. Rank hold TDF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Templeton Dragon Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 317 Templeton Dragon Fund shares in Q3 2025, an estimated $3.17K.
  • Mount Yale Investment Advisors first reported a position in Templeton Dragon Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Templeton Dragon Fund position peaked at $3.17K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.