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 – 2479
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
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $350M AUM 14.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return