Raleigh Capital Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Raleigh Capital Management’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
2023 Q4	–	Sell	-1,575	Closed	-$7.26K	–	1181
2023 Q3	$7.26K	Sell	1,575 -225	-13%	-$1.13K	﹤0.01%	611
2023 Q2	$9.27K	Hold	1,800	–	–	﹤0.01%	506
2023 Q1	$9.13K	Buy	1,800 +600	+50%	+$3.24K	﹤0.01%	523
2022 Q4	$6.59K	Hold	1,200	–	–	﹤0.01%	513
2022 Q3	$5K	Hold	1,200	–	–	﹤0.01%	503
2022 Q2	$6K	Hold	1,200	–	–	﹤0.01%	427
2022 Q1	$8K	Buy	+1,200	New	+$8.29K	﹤0.01%	416

Other funds holding TEI

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raleigh Capital Management's TEI Position: Q4 2023 in Review

Raleigh Capital Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2023, closing a stake of 1,575 shares — an estimated $7.26K sold.

Raleigh Capital Management first reported a position in TEI in Q1 2022 and held it in 7 quarters. The position peaked at $9.27K in Q2 2023. 81 funds tracked by Wall St. Rank hold TEI as of Q4 2023.

Raleigh Capital Management reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 1,575 Templeton Emerging Markets Income Fund shares in Q4 2023, an estimated $7.26K.
Raleigh Capital Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2022 and held it in 7 quarters.
Raleigh Capital Management's Templeton Emerging Markets Income Fund position peaked at $9.27K in Q2 2023.
81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.