SMA
TDF

Simply Money Advisors’s Templeton Dragon Fund TDF Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-208
Closed -$5K – 332
2013
Q2 		$5K Buy
+208
New +$5.59K ﹤0.01% 259

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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zweig Advisers Hartford, Connecticut $586M AUM 1.34% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
WG
Winchester Group New York $454M AUM
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Simply Money Advisors's TDF Position: Q3 2013 in Review

Simply Money Advisors sold out of Templeton Dragon Fund (TDF) in Q3 2013, closing a stake of 208 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in TDF in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 73 funds tracked by Wall St. Rank hold TDF as of Q3 2013.

  • Simply Money Advisors reported no remaining Templeton Dragon Fund position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 208 Templeton Dragon Fund shares in Q3 2013, an estimated $5K.
  • Simply Money Advisors first reported a position in Templeton Dragon Fund in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Templeton Dragon Fund position peaked at $5K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.