TFO
TDF

Tarbox Family Office’s Templeton Dragon Fund TDF Stock Holding History

Tarbox Family Office’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
2014
Q2 		– Sell
-870
Closed -$21K – 529
2014
Q1 		$21K Buy
+870
New +$20.9K 0.02% 173

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
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zweig Advisers Hartford, Connecticut $586M AUM 1.34% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Tarbox Family Office's TDF Position: Q2 2014 in Review

Tarbox Family Office sold out of Templeton Dragon Fund (TDF) in Q2 2014, closing a stake of 870 shares — an estimated $21K sold.

Tarbox Family Office first reported a position in TDF in Q1 2014 and held it in 1 quarter. The position peaked at $21K in Q1 2014. 66 funds tracked by Wall St. Rank hold TDF as of Q2 2014.

  • Tarbox Family Office reported no remaining Templeton Dragon Fund position as of Q2 2014 after selling out during the quarter.
  • Tarbox Family Office sold 870 Templeton Dragon Fund shares in Q2 2014, an estimated $21K.
  • Tarbox Family Office first reported a position in Templeton Dragon Fund in Q1 2014 and held it in 1 quarter.
  • Tarbox Family Office's Templeton Dragon Fund position peaked at $21K in Q1 2014.
  • 66 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2014.

Based on Tarbox Family Office's 13F filing for Q2 2014, filed 11 Jul 2014.