Patriot Financial Group Insurance Agency’s Templeton Emerging Markets Fund EMF Stock Holding History

Patriot Financial Group Insurance Agency’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	-300	Closed	-$4K	–	1350
2019 Q3	$4K	Sell	300 -300	-50%	-$4.43K	﹤0.01%	975
2019 Q2	$9K	Hold	600	–	–	﹤0.01%	825
2019 Q1	$9K	Hold	600	–	–	﹤0.01%	723
2018 Q4	$8K	Buy	+600	New	+$8.18K	0.01%	648
2018 Q2	–	Sell	-139	Closed	-$2K	–	677
2018 Q1	$2K	Buy	+139	New	+$2.37K	﹤0.01%	862

Other funds holding EMF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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

Patriot Financial Group Insurance Agency's EMF Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Templeton Emerging Markets Fund (EMF) in Q4 2019, closing a stake of 300 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in EMF in Q1 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2019. 55 funds tracked by Wall St. Rank hold EMF as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining Templeton Emerging Markets Fund position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 300 Templeton Emerging Markets Fund shares in Q4 2019, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Templeton Emerging Markets Fund in Q1 2018 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Templeton Emerging Markets Fund position peaked at $9K in Q2 2019.
55 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.