SWP
TDF

Stratos Wealth Partners’s Templeton Dragon Fund TDF Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,150
Closed -$23K – 2318
2018
Q3 		$23K Buy
+1,150
New +$23.6K ﹤0.01% 1812
2018
Q2 		– Sell
-1,150
Closed -$26K – 2399
2018
Q1 		$26K Buy
1,150
+900
+360% +$20.5K ﹤0.01% 1909
2017
Q4 		$5K Buy
+250
New +$5.34K ﹤0.01% 2405

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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stratos Wealth Partners's TDF Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Templeton Dragon Fund (TDF) in Q4 2018, closing a stake of 1,150 shares — an estimated $23K sold.

Stratos Wealth Partners first reported a position in TDF in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q1 2018. 64 funds tracked by Wall St. Rank hold TDF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Templeton Dragon Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,150 Templeton Dragon Fund shares in Q4 2018, an estimated $23K.
  • Stratos Wealth Partners first reported a position in Templeton Dragon Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Templeton Dragon Fund position peaked at $26K in Q1 2018.
  • 64 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.