SFS
TDF

Sowell Financial Services’s Templeton Dragon Fund TDF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-160
Closed -$4K – 2475
2021
Q1 		$4K Buy
160
+60
+60% +$1.48K ﹤0.01% 2687
2020
Q4 		$2K Hold
100
– – ﹤0.01% 2499
2020
Q3 		$2K Hold
100
– – ﹤0.01% 2276
2020
Q2 		$2K Hold
100
– – ﹤0.01% 2207
2020
Q1 		$2K Hold
100
– – ﹤0.01% 2127
2019
Q4 		$2K Hold
100
– – ﹤0.01% 2244
2019
Q3 		$2K Buy
+100
New +$1.88K ﹤0.01% 2138

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Sowell Financial Services sold out of Templeton Dragon Fund (TDF) in Q2 2021, closing a stake of 160 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in TDF in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q1 2021. 62 funds tracked by Wall St. Rank hold TDF as of Q2 2021.

  • Sowell Financial Services reported no remaining Templeton Dragon Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 160 Templeton Dragon Fund shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Templeton Dragon Fund in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Templeton Dragon Fund position peaked at $4K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2021.

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