PWP
EMF

Personal Wealth Partners’s Templeton Emerging Markets Fund EMF Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-245
Closed -$5K – 182
2021
Q2 		$5K Buy
+245
New +$4.8K ﹤0.01% 315
2020
Q1 		– Sell
-245
Closed -$4K – 221
2019
Q4 		$4K Hold
245
– – ﹤0.01% 284
2019
Q3 		$4K Hold
245
– – ﹤0.01% 289
2019
Q2 		$4K Buy
+245
New +$3.64K ﹤0.01% 250

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Personal Wealth Partners's EMF Position: Q3 2021 in Review

Personal Wealth Partners sold out of Templeton Emerging Markets Fund (EMF) in Q3 2021, closing a stake of 245 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in EMF in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 52 funds tracked by Wall St. Rank hold EMF as of Q3 2021.

  • Personal Wealth Partners reported no remaining Templeton Emerging Markets Fund position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 245 Templeton Emerging Markets Fund shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in Templeton Emerging Markets Fund in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Templeton Emerging Markets Fund position peaked at $5K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.