SeaCrest Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-1,728	Closed	-$25K	–	1425
2022 Q2	$25K	Buy	+1,728	New	+$21.9K	﹤0.01%	1411
2019 Q2	–	Sell	-1,200	Closed	-$24K	–	1693
2019 Q1	$24K	Hold	1,200	–	–	﹤0.01%	1219
2018 Q4	$20K	Hold	1,200	–	–	﹤0.01%	1241
2018 Q3	$24K	Hold	1,200	–	–	﹤0.01%	1313
2018 Q2	$26K	Hold	1,200	–	–	﹤0.01%	1254
2018 Q1	$27K	Hold	1,200	–	–	0.01%	1206
2017 Q4	$26K	Buy	+1,200	New	+$25.6K	﹤0.01%	1240

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SeaCrest Wealth Management's TDF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Templeton Dragon Fund (TDF) in Q3 2022, closing a stake of 1,728 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in TDF in Q4 2017 and held it in 7 quarters. The position peaked at $27K in Q1 2018. 43 funds tracked by Wall St. Rank hold TDF as of Q3 2022.

SeaCrest Wealth Management reported no remaining Templeton Dragon Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,728 Templeton Dragon Fund shares in Q3 2022, an estimated $25K.
SeaCrest Wealth Management first reported a position in Templeton Dragon Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Templeton Dragon Fund position peaked at $27K in Q1 2018.
43 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.