OIA
TDF

OneDigital Investment Advisors’s Templeton Dragon Fund TDF Stock Holding History

OneDigital 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
2018
Q3 		– Sell
-169
Closed -$4K – 1226
2018
Q2 		$4K Hold
169
– – ﹤0.01% 1207
2018
Q1 		$4K Hold
169
– – ﹤0.01% 1200
2017
Q4 		$4K Hold
169
– – ﹤0.01% 1120
2017
Q3 		$4K Buy
169
+13
+8% +$277 ﹤0.01% 925
2017
Q2 		$3K Buy
+156
New +$3.02K ﹤0.01% 1132

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's TDF Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of Templeton Dragon Fund (TDF) in Q3 2018, closing a stake of 169 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in TDF in Q2 2017 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 64 funds tracked by Wall St. Rank hold TDF as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining Templeton Dragon Fund position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 169 Templeton Dragon Fund shares in Q3 2018, an estimated $4K.
  • OneDigital Investment Advisors first reported a position in Templeton Dragon Fund in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Templeton Dragon Fund position peaked at $4K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.