Walled Lake Planning & Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Walled Lake Planning & Wealth Management’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 Q1	–	Sell	-8	Closed	–	–	372
2020 Q4	$0	Sell	8 -8	-50%	-$61	﹤0.01%	354
2020 Q3	$0	Buy	16 +1	+7%	+$8	﹤0.01%	364
2020 Q2	$0	Hold	15	–	–	﹤0.01%	366
2020 Q1	$0	Buy	+15	New	+$130	﹤0.01%	360

Other funds holding TEI

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

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

RCM

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

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

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

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

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TEI Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2021, closing a stake of 8 shares.

Walled Lake Planning & Wealth Management first reported a position in TEI in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 81 funds tracked by Wall St. Rank hold TEI as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 8 Templeton Emerging Markets Income Fund shares in Q1 2021.
Walled Lake Planning & Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Templeton Emerging Markets Income Fund position peaked at $0 in Q4 2020.
81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.