Stratos Wealth Partners’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-10,895	Closed	-$84K	–	1298
2021 Q3	$84K	Buy	+10,895	New	+$86K	﹤0.01%	1150
2018 Q4	–	Sell	-10,545	Closed	-$105K	–	2327
2018 Q3	$105K	Hold	10,545	–	–	﹤0.01%	1104
2018 Q2	$108K	Hold	10,545	–	–	﹤0.01%	941
2018 Q1	$119K	Buy	10,545 +4,230	+67%	+$49.3K	0.01%	1109
2017 Q4	$71K	Buy	+6,315	New	+$72.7K	﹤0.01%	1347

Other funds holding TEI

ECM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

OIA

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

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

Stratos Wealth Partners's TEI Position: Q4 2021 in Review

Stratos Wealth Partners sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2021, closing a stake of 10,895 shares — an estimated $84K sold.

Stratos Wealth Partners first reported a position in TEI in Q4 2017 and held it in 5 quarters. The position peaked at $119K in Q1 2018. 71 funds tracked by Wall St. Rank hold TEI as of Q4 2021.

Stratos Wealth Partners reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 10,895 Templeton Emerging Markets Income Fund shares in Q4 2021, an estimated $84K.
Stratos Wealth Partners first reported a position in Templeton Emerging Markets Income Fund in Q4 2017 and held it in 5 quarters.
Stratos Wealth Partners's Templeton Emerging Markets Income Fund position peaked at $119K in Q1 2018.
71 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.