SWM
EMF

Selective Wealth Management’s Templeton Emerging Markets Fund EMF Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-1,100
Closed -$19K – 673
2021
Q3 		$19K Buy
+1,100
New +$19.9K 0.01% 362

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Selective Wealth Management's EMF Position: Q4 2021 in Review

Selective Wealth Management sold out of Templeton Emerging Markets Fund (EMF) in Q4 2021, closing a stake of 1,100 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in EMF in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 57 funds tracked by Wall St. Rank hold EMF as of Q4 2021.

  • Selective Wealth Management reported no remaining Templeton Emerging Markets Fund position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 1,100 Templeton Emerging Markets Fund shares in Q4 2021, an estimated $19K.
  • Selective Wealth Management first reported a position in Templeton Emerging Markets Fund in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Templeton Emerging Markets Fund position peaked at $19K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.