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Wealthcare Advisory Partners’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Wealthcare Advisory 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
2024
Q4 		– Sell
-12,892
Closed -$75.2K – 929
2024
Q3 		$75.2K Buy
12,892
+2,056
+19% +$11.5K ﹤0.01% 864
2024
Q2 		$57.8K Hold
10,836
– – ﹤0.01% 815
2024
Q1 		$58.8K Buy
+10,836
New +$56.7K ﹤0.01% 794

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Wealthcare Advisory Partners's TEI Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2024, closing a stake of 12,892 shares — an estimated $75.2K sold.

Wealthcare Advisory Partners first reported a position in TEI in Q1 2024 and held it in 3 quarters. The position peaked at $75.2K in Q3 2024. 91 funds tracked by Wall St. Rank hold TEI as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 12,892 Templeton Emerging Markets Income Fund shares in Q4 2024, an estimated $75.2K.
  • Wealthcare Advisory Partners first reported a position in Templeton Emerging Markets Income Fund in Q1 2024 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Templeton Emerging Markets Income Fund position peaked at $75.2K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.