Sound Income Strategies’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Sound Income Strategies’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
2023 Q4	–	Sell	-2,000	Closed	-$9.22K	–	1394
2023 Q3	$9.22K	Hold	2,000	–	–	﹤0.01%	605
2023 Q2	$10.3K	Hold	2,000	–	–	﹤0.01%	568
2023 Q1	$10.1K	Hold	2,000	–	–	﹤0.01%	549
2022 Q4	$11K	Hold	2,000	–	–	﹤0.01%	499
2022 Q3	$9K	Hold	2,000	–	–	﹤0.01%	490
2022 Q2	$11K	Hold	2,000	–	–	﹤0.01%	457
2022 Q1	$14K	Hold	2,000	–	–	﹤0.01%	408
2021 Q4	$15K	Hold	2,000	–	–	﹤0.01%	421
2021 Q3	$15K	Hold	2,000	–	–	﹤0.01%	392
2021 Q2	$16K	Buy	+2,000	New	+$15.6K	﹤0.01%	394

Other funds holding TEI

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sound Income Strategies's TEI Position: Q4 2023 in Review

Sound Income Strategies sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2023, closing a stake of 2,000 shares — an estimated $9.22K sold.

Sound Income Strategies first reported a position in TEI in Q2 2021 and held it in 10 quarters. The position peaked at $16K in Q2 2021. 81 funds tracked by Wall St. Rank hold TEI as of Q4 2023.

Sound Income Strategies reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2023 after selling out during the quarter.
Sound Income Strategies sold 2,000 Templeton Emerging Markets Income Fund shares in Q4 2023, an estimated $9.22K.
Sound Income Strategies first reported a position in Templeton Emerging Markets Income Fund in Q2 2021 and held it in 10 quarters.
Sound Income Strategies's Templeton Emerging Markets Income Fund position peaked at $16K in Q2 2021.
81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.