WAM
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Wealthspire Advisors (Maryland)’s Templeton Emerging Markets Fund EMF Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-335
Closed -$5K – 2466
2018
Q1 		$5K Sell
335
-241
-42% -$4.11K ﹤0.01% 1803
2017
Q4 		$9K Hold
576
– – ﹤0.01% 1627
2017
Q3 		$9K Hold
576
– – ﹤0.01% 1606
2017
Q2 		$9K Hold
576
– – ﹤0.01% 1567
2017
Q1 		$8K Buy
+576
New +$7.63K ﹤0.01% 1398

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RVPG
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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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EMF Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Templeton Emerging Markets Fund (EMF) in Q2 2018, closing a stake of 335 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in EMF in Q1 2017 and held it in 5 quarters. The position peaked at $9K in Q4 2017. 48 funds tracked by Wall St. Rank hold EMF as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Templeton Emerging Markets Fund position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 335 Templeton Emerging Markets Fund shares in Q2 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Templeton Emerging Markets Fund in Q1 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Templeton Emerging Markets Fund position peaked at $9K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.