PIA
TEI

Peachtree Investment Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-2,000
Closed -$21K – 236
2015
Q2 		$21K Hold
2,000
– – 0.02% 228
2015
Q1 		$22K Hold
2,000
– – 0.02% 238
2014
Q4 		$23K Hold
2,000
– – 0.02% 256
2014
Q3 		$25K Buy
+2,000
New +$26.9K 0.02% 247

Other funds holding TEI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peachtree Investment Advisors's TEI Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2015, closing a stake of 2,000 shares — an estimated $21K sold.

Peachtree Investment Advisors first reported a position in TEI in Q3 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2014. 71 funds tracked by Wall St. Rank hold TEI as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,000 Templeton Emerging Markets Income Fund shares in Q3 2015, an estimated $21K.
  • Peachtree Investment Advisors first reported a position in Templeton Emerging Markets Income Fund in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Templeton Emerging Markets Income Fund position peaked at $25K in Q3 2014.
  • 71 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.