VWA
TEI

V Wealth Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

V Wealth Advisors’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
2020
Q3 		– Sell
-37,268
Closed -$293K – 327
2020
Q2 		$293K Hold
37,268
– – 0.08% 276
2020
Q1 		$279K Buy
37,268
+22,505
+152% +$195K 0.09% 232
2019
Q4 		$134K Hold
14,763
– – 0.05% 285
2019
Q3 		$134K Buy
+14,763
New +$143K 0.05% 286
2017
Q3 		– Sell
-1,550
Closed -$17K – 647
2017
Q2 		$17K Buy
+1,550
New +$17.6K 0.01% 484

Other funds holding TEI

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return