WAP
TDF

Wealthcare Advisory Partners’s Templeton Dragon Fund TDF Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-400
Closed -$9K – 1724
2021
Q1 		$9K Buy
+400
New +$9.88K ﹤0.01% 1498
2017
Q4 		– Sell
-100
Closed -$2K – 1182
2017
Q3 		$2K Buy
+100
New +$2.13K ﹤0.01% 781

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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthcare Advisory Partners's TDF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Templeton Dragon Fund (TDF) in Q2 2021, closing a stake of 400 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in TDF in Q3 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 61 funds tracked by Wall St. Rank hold TDF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Templeton Dragon Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 400 Templeton Dragon Fund shares in Q2 2021, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Templeton Dragon Fund in Q3 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Templeton Dragon Fund position peaked at $9K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.