Shepherd Kaplan Krochuk’s Templeton Emerging Markets Fund EMF Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q3	–	Sell	-10,040	Closed	-$120K	–	154
2022 Q2	$120K	Hold	10,040	–	–	0.05%	167
2022 Q1	$138K	Hold	10,040	–	–	0.05%	177
2021 Q4	$161K	Hold	10,040	–	–	0.06%	173
2021 Q3	$170K	Hold	10,040	–	–	0.06%	172
2021 Q2	$199K	Hold	10,040	–	–	0.07%	170
2021 Q1	$192K	Buy	+10,040	New	+$198K	0.07%	164
2019 Q1	–	Sell	-15,900	Closed	-$210K	–	180
2018 Q4	$210K	Hold	15,900	–	–	0.14%	143
2018 Q3	$233K	Hold	15,900	–	–	0.12%	169
2018 Q2	$234K	Hold	15,900	–	–	0.14%	159
2018 Q1	$259K	Hold	15,900	–	–	0.16%	165
2017 Q4	$261K	Hold	15,900	–	–	0.16%	159
2017 Q3	$262K	Buy	+15,900	New	+$256K	0.22%	134

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 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

Holowesko Partners Nassau, Bahamas $357M AUM 15.03% 1-Year Est. Return

Shepherd Kaplan Krochuk's EMF Position: Q3 2022 in Review

Shepherd Kaplan Krochuk sold out of Templeton Emerging Markets Fund (EMF) in Q3 2022, closing a stake of 10,040 shares — an estimated $120K sold.

Shepherd Kaplan Krochuk first reported a position in EMF in Q3 2017 and held it in 12 quarters. The position peaked at $262K in Q3 2017. 57 funds tracked by Wall St. Rank hold EMF as of Q3 2022.

Shepherd Kaplan Krochuk reported no remaining Templeton Emerging Markets Fund position as of Q3 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 10,040 Templeton Emerging Markets Fund shares in Q3 2022, an estimated $120K.
Shepherd Kaplan Krochuk first reported a position in Templeton Emerging Markets Fund in Q3 2017 and held it in 12 quarters.
Shepherd Kaplan Krochuk's Templeton Emerging Markets Fund position peaked at $262K in Q3 2017.
57 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q3 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2022, filed 9 Nov 2022.