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Sterling Financial Planning’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Sterling Financial Planning’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
2021
Q1 		– Sell
-308
Closed -$2K – 390
2020
Q4 		$2K Buy
+308
New +$2.33K ﹤0.01% 339

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Parametric Portfolio Associates
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RCM
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OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Sterling Financial Planning's TEI Position: Q1 2021 in Review

Sterling Financial Planning sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2021, closing a stake of 308 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in TEI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 81 funds tracked by Wall St. Rank hold TEI as of Q1 2021.

  • Sterling Financial Planning reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 308 Templeton Emerging Markets Income Fund shares in Q1 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in Templeton Emerging Markets Income Fund in Q4 2020 and held it in 1 quarter.
  • Sterling Financial Planning's Templeton Emerging Markets Income Fund position peaked at $2K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2021.

Based on Sterling Financial Planning's 13F filing for Q1 2021, filed 28 Apr 2021.