WP
TDF

WealthPLAN Partners’s Templeton Dragon Fund TDF Stock Holding History

WealthPLAN 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
2017
Q2 		– Sell
-52
Closed -$997 – 394
2017
Q1 		$997 Buy
+52
New +$924 ﹤0.01% 430
2016
Q3 		– Sell
-52
Closed -$1 – 1069
2016
Q2 		$1 Buy
+52
New +$882 ﹤0.01% 2588
2015
Q4 		$2 Buy
+104
New +$2.01K ﹤0.01% 1737
2015
Q2 		$1K Buy
+52
New +$1.4K ﹤0.01% 413

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

WealthPLAN Partners's TDF Position: Q2 2017 in Review

WealthPLAN Partners sold out of Templeton Dragon Fund (TDF) in Q2 2017, closing a stake of 52 shares — an estimated $997 sold.

WealthPLAN Partners first reported a position in TDF in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 60 funds tracked by Wall St. Rank hold TDF as of Q2 2017.

  • WealthPLAN Partners reported no remaining Templeton Dragon Fund position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 52 Templeton Dragon Fund shares in Q2 2017, an estimated $997.
  • WealthPLAN Partners first reported a position in Templeton Dragon Fund in Q2 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Templeton Dragon Fund position peaked at $1K in Q2 2015.
  • 60 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.