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Signature Wealth Management Group’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-700
Closed -$7K – 270
2018
Q3 		$7K Hold
700
– – 0.01% 219
2018
Q2 		$7K Hold
700
– – 0.01% 219
2018
Q1 		$8K Hold
700
– – 0.01% 205
2017
Q4 		$8K Buy
+700
New +$8.06K 0.01% 214

Other funds holding TEI

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Signature Wealth Management Group's TEI Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2018, closing a stake of 700 shares — an estimated $7K sold.

Signature Wealth Management Group first reported a position in TEI in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q1 2018. 97 funds tracked by Wall St. Rank hold TEI as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 700 Templeton Emerging Markets Income Fund shares in Q4 2018, an estimated $7K.
  • Signature Wealth Management Group first reported a position in Templeton Emerging Markets Income Fund in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Templeton Emerging Markets Income Fund position peaked at $8K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.