SPC
TEI

Sigma Planning Corp’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Sigma Planning Corp’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
2021
Q4 		– Sell
-64,470
Closed -$499K – 1466
2021
Q3 		$499K Buy
+64,470
New +$509K 0.02% 816

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Sigma Planning Corp's TEI Position: Q4 2021 in Review

Sigma Planning Corp sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2021, closing a stake of 64,470 shares — an estimated $499K sold.

Sigma Planning Corp first reported a position in TEI in Q3 2021 and held it in 1 quarter. The position peaked at $499K in Q3 2021. 71 funds tracked by Wall St. Rank hold TEI as of Q4 2021.

  • Sigma Planning Corp reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 64,470 Templeton Emerging Markets Income Fund shares in Q4 2021, an estimated $499K.
  • Sigma Planning Corp first reported a position in Templeton Emerging Markets Income Fund in Q3 2021 and held it in 1 quarter.
  • Sigma Planning Corp's Templeton Emerging Markets Income Fund position peaked at $499K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.