WealthShield Partners’s Templeton Emerging Markets Fund EMF Stock Holding History

WealthShield Partners’s Portfolio EMF Stock Details EMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,132	Closed	-$115K	–	485
2023 Q3	$115K	Buy	+10,132	New	+$121K	0.02%	329

Other funds holding EMF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

WealthShield Partners's EMF Position: Q4 2023 in Review

WealthShield Partners sold out of Templeton Emerging Markets Fund (EMF) in Q4 2023, closing a stake of 10,132 shares — an estimated $115K sold.

WealthShield Partners first reported a position in EMF in Q3 2023 and held it in 1 quarter. The position peaked at $115K in Q3 2023. 56 funds tracked by Wall St. Rank hold EMF as of Q4 2023.

WealthShield Partners reported no remaining Templeton Emerging Markets Fund position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 10,132 Templeton Emerging Markets Fund shares in Q4 2023, an estimated $115K.
WealthShield Partners first reported a position in Templeton Emerging Markets Fund in Q3 2023 and held it in 1 quarter.
WealthShield Partners's Templeton Emerging Markets Fund position peaked at $115K in Q3 2023.
56 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.