MFS
EMF

MSI Financial Services’s Templeton Emerging Markets Fund EMF Stock Holding History

MSI Financial Services’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$43K Buy
3,513
+2,500
+247% +$30.6K ﹤0.01% 1958
2016
Q3 		$13K Sell
1,013
-238
-19% -$2.94K ﹤0.01% 2637
2016
Q2 		$15K Buy
1,251
+767
+158% +$8.38K ﹤0.01% 2508
2016
Q1 		$5K Sell
484
-1,500
-76% -$14.6K ﹤0.01% 3148
2015
Q4 		$20K Buy
1,984
+1,184
+148% +$13.5K ﹤0.01% 2303
2015
Q3 		$9K Sell
800
-875
-52% -$10.9K ﹤0.01% 2123
2015
Q2 		$24K Buy
1,675
+217
+15% +$3.37K ﹤0.01% 1704
2015
Q1 		$22K Sell
1,458
-8,273
-85% -$128K ﹤0.01% 1754
2014
Q4 		$150K Buy
9,731
+5,339
+122% +$89.9K 0.02% 667
2014
Q3 		$78K Buy
4,392
+1,267
+41% +$23.8K 0.01% 901
2014
Q2 		$57K Buy
3,125
+277
+10% +$4.93K 0.01% 1025
2014
Q1 		$48K Sell
2,848
-6,864
-71% -$113K 0.01% 1050
2013
Q4 		$170K Buy
9,712
+8,310
+593% +$160K 0.03% 555
2013
Q3 		$26K Sell
1,402
-3,528
-72% -$64.2K ﹤0.01% 1112
2013
Q2 		$86K Buy
+4,930
New +$95.9K 0.02% 677

Other funds holding EMF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

MSI Financial Services's EMF Position: Q4 2016 in Review

MSI Financial Services increased its Templeton Emerging Markets Fund (EMF) stake by 247% in Q4 2016, buying an estimated $30.6K and bringing the position to 3,513 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

MSI Financial Services first reported a position in EMF in Q2 2013 and has held it in 15 quarters since. The position peaked at $170K in Q4 2013. 47 funds tracked by Wall St. Rank hold EMF as of Q4 2016.

  • MSI Financial Services held 3,513 shares of Templeton Emerging Markets Fund worth $43K as of Q4 2016.
  • MSI Financial Services bought 2,500 Templeton Emerging Markets Fund shares in Q4 2016, an estimated $30.6K.
  • Templeton Emerging Markets Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1958 holding.
  • MSI Financial Services first reported a position in Templeton Emerging Markets Fund in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Templeton Emerging Markets Fund position peaked at $170K in Q4 2013.
  • 47 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.