SFS
EMF

Sowell Financial Services’s Templeton Emerging Markets Fund EMF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-190
Closed -$4K – 1141
2021
Q1 		$4K Buy
+190
New +$3.74K ﹤0.01% 2656
2020
Q1 		– Sell
-3,000
Closed -$47K – 2486
2019
Q4 		$47K Buy
+3,000
New +$45.8K ﹤0.01% 1164
2017
Q3 		– Sell
-14,370
Closed -$233K – 266
2017
Q2 		$233K Sell
14,370
-1,190
-8% -$17.5K 0.07% 215
2017
Q1 		$235K Buy
15,560
+7,060
+83% +$93.5K 0.07% 219
2016
Q4 		$114K Buy
+8,500
New +$104K 0.04% 253

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sowell Financial Services's EMF Position: Q2 2021 in Review

Sowell Financial Services sold out of Templeton Emerging Markets Fund (EMF) in Q2 2021, closing a stake of 190 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in EMF in Q4 2016 and held it in 5 quarters. The position peaked at $235K in Q1 2017. 51 funds tracked by Wall St. Rank hold EMF as of Q2 2021.

  • Sowell Financial Services reported no remaining Templeton Emerging Markets Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 190 Templeton Emerging Markets Fund shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Templeton Emerging Markets Fund in Q4 2016 and held it in 5 quarters.
  • Sowell Financial Services's Templeton Emerging Markets Fund position peaked at $235K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.