Next Financial Group’s Templeton Emerging Markets Fund EMF Stock Holding History

Next Financial Group’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
2019 Q4	–	Sell	-200	Closed	-$3K	–	2398
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	2005
2019 Q2	$3K	Buy	+200	New	+$2.97K	﹤0.01%	2002
2017 Q1	–	Sell	-1,500	Closed	-$18K	–	1980
2016 Q4	$18K	Sell	1,500 -1,000	-40%	-$12.2K	﹤0.01%	1410
2016 Q3	$32K	Buy	+2,500	New	+$30.9K	0.01%	1140
2014 Q4	–	Sell	-3,225	Closed	-$57K	–	2001
2014 Q3	$57K	Buy	+3,225	New	+$60.5K	0.01%	877

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Next Financial Group's EMF Position: Q4 2019 in Review

Next Financial Group sold out of Templeton Emerging Markets Fund (EMF) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Next Financial Group first reported a position in EMF in Q3 2014 and held it in 5 quarters. The position peaked at $57K in Q3 2014. 55 funds tracked by Wall St. Rank hold EMF as of Q4 2019.

Next Financial Group reported no remaining Templeton Emerging Markets Fund position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 200 Templeton Emerging Markets Fund shares in Q4 2019, an estimated $3K.
Next Financial Group first reported a position in Templeton Emerging Markets Fund in Q3 2014 and held it in 5 quarters.
Next Financial Group's Templeton Emerging Markets Fund position peaked at $57K in Q3 2014.
55 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.