Steward Partners Investment Advisory’s Templeton Dragon Fund TDF Stock Holding History

Steward Partners Investment Advisory’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	-41	Closed	-$966	–	7389
2021 Q1	$966	Buy	+41	New	+$1.01K	﹤0.01%	3318
2018 Q4	–	Sell	-478	Closed	-$10K	–	2004
2018 Q3	$10K	Hold	478	–	–	﹤0.01%	1880
2018 Q2	$10K	Hold	478	–	–	﹤0.01%	1746
2018 Q1	$10K	Hold	478	–	–	﹤0.01%	1576
2017 Q4	$10K	Buy	+478	New	+$10.2K	﹤0.01%	1353

Other funds holding TDF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Steward Partners Investment Advisory's TDF Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Templeton Dragon Fund (TDF) in Q2 2021, closing a stake of 41 shares — an estimated $966 sold.

Steward Partners Investment Advisory first reported a position in TDF in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 61 funds tracked by Wall St. Rank hold TDF as of Q2 2021.

Steward Partners Investment Advisory reported no remaining Templeton Dragon Fund position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 41 Templeton Dragon Fund shares in Q2 2021, an estimated $966.
Steward Partners Investment Advisory first reported a position in Templeton Dragon Fund in Q4 2017 and held it in 5 quarters.
Steward Partners Investment Advisory's Templeton Dragon Fund position peaked at $10K in Q3 2018.
61 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.