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

Sowell Financial Services’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 Q2	–	Sell	-10,260	Closed	-$52K	–	801
2023 Q1	$52K	Buy	+10,260	New	+$55.3K	﹤0.01%	745
2021 Q2	–	Sell	-6,974	Closed	-$54K	–	2483
2021 Q1	$54K	Buy	6,974 +5,479	+366%	+$41.7K	﹤0.01%	1623
2020 Q4	$12K	Buy	1,495 +38	+3%	+$287	﹤0.01%	1949
2020 Q3	$11K	Buy	1,457 +36	+3%	+$275	﹤0.01%	1788
2020 Q2	$11K	Buy	1,421 +24	+2%	+$183	﹤0.01%	1670
2020 Q1	$10K	Buy	1,397 +60	+4%	+$520	﹤0.01%	1614
2019 Q4	$12K	Buy	1,337 +27	+2%	+$243	﹤0.01%	1636
2019 Q3	$12K	Buy	+1,310	New	+$12.7K	﹤0.01%	1479
2017 Q1	–	Sell	-9,565	Closed	-$111K	–	535
2016 Q4	$111K	Buy	+9,565	New	+$103K	0.04%	259

Other funds holding TEI

ECM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's TEI Position: Q2 2023 in Review

Sowell Financial Services sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2023, closing a stake of 10,260 shares — an estimated $52K sold.

Sowell Financial Services first reported a position in TEI in Q4 2016 and held it in 9 quarters. The position peaked at $111K in Q4 2016. 72 funds tracked by Wall St. Rank hold TEI as of Q2 2023.

Sowell Financial Services reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 10,260 Templeton Emerging Markets Income Fund shares in Q2 2023, an estimated $52K.
Sowell Financial Services first reported a position in Templeton Emerging Markets Income Fund in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's Templeton Emerging Markets Income Fund position peaked at $111K in Q4 2016.
72 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.