SBL
TDF

Sargent Bickham Lagudis’s Templeton Dragon Fund TDF Stock Holding History

Sargent Bickham Lagudis’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,046
Closed -$25K – 997
2021
Q1 		$25K Sell
1,046
-1,299
-55% -$32.1K ﹤0.01% 553
2020
Q4 		$55K Buy
2,345
+1,046
+81% +$24.6K 0.01% 411
2020
Q3 		$28K Hold
1,299
– – ﹤0.01% 463
2020
Q2 		$26K Hold
1,299
– – ﹤0.01% 450
2020
Q1 		$22K Hold
1,299
– – ﹤0.01% 457
2019
Q4 		$25K Hold
1,299
– – ﹤0.01% 495
2019
Q3 		$23K Buy
+1,299
New +$24.4K ﹤0.01% 455

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sargent Bickham Lagudis's TDF Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of Templeton Dragon Fund (TDF) in Q2 2021, closing a stake of 1,046 shares — an estimated $25K sold.

Sargent Bickham Lagudis first reported a position in TDF in Q3 2019 and held it in 7 quarters. The position peaked at $55K in Q4 2020. 61 funds tracked by Wall St. Rank hold TDF as of Q2 2021.

  • Sargent Bickham Lagudis reported no remaining Templeton Dragon Fund position as of Q2 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,046 Templeton Dragon Fund shares in Q2 2021, an estimated $25K.
  • Sargent Bickham Lagudis first reported a position in Templeton Dragon Fund in Q3 2019 and held it in 7 quarters.
  • Sargent Bickham Lagudis's Templeton Dragon Fund position peaked at $55K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.