RIA
TEI

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

Regal 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
2014
Q3 		– Sell
-585
Closed -$8K – 979
2014
Q2 		$8K Buy
585
+108
+23% +$1.53K ﹤0.01% 703
2014
Q1 		$7K Buy
+477
New +$6.56K ﹤0.01% 702

Other funds holding TEI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regal Investment Advisors's TEI Position: Q3 2014 in Review

Regal Investment Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2014, closing a stake of 585 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in TEI in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 76 funds tracked by Wall St. Rank hold TEI as of Q3 2014.

  • Regal Investment Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 585 Templeton Emerging Markets Income Fund shares in Q3 2014, an estimated $8K.
  • Regal Investment Advisors first reported a position in Templeton Emerging Markets Income Fund in Q1 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Templeton Emerging Markets Income Fund position peaked at $8K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.