OLVIG
TEI

Oliver Lagore Vanvalin Investment Group’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q3 		– Sell
-500
Closed -$2.67K – 758
2024
Q2 		$2.67K Buy
+500
New +$2.68K ﹤0.01% 575

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TEI Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2024, closing a stake of 500 shares — an estimated $2.67K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TEI in Q2 2024 and held it in 1 quarter. The position peaked at $2.67K in Q2 2024. 85 funds tracked by Wall St. Rank hold TEI as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 500 Templeton Emerging Markets Income Fund shares in Q3 2024, an estimated $2.67K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Templeton Emerging Markets Income Fund in Q2 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Templeton Emerging Markets Income Fund position peaked at $2.67K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.