Wealthspire Advisors (Maryland)’s Templeton Dragon Fund TDF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,000	Closed	-$20K	–	1850
2019 Q1	$20K	Hold	1,000	–	–	﹤0.01%	1283
2018 Q4	$17K	Hold	1,000	–	–	﹤0.01%	1280
2018 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1311
2018 Q2	$21K	Sell	1,000 -300	-23%	-$6.65K	﹤0.01%	1303
2018 Q1	$29K	Buy	1,300 +1,000	+333%	+$22.8K	﹤0.01%	1179
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	1793
2017 Q3	$6K	Hold	300	–	–	﹤0.01%	1752
2017 Q2	$6K	Hold	300	–	–	﹤0.01%	1723
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	1494
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	1394
2016 Q3	$5K	Hold	300	–	–	﹤0.01%	1402
2016 Q2	$5K	Hold	300	–	–	﹤0.01%	1351
2016 Q1	$5K	Hold	300	–	–	﹤0.01%	1352
2015 Q4	$5K	Buy	+300	New	+$5.81K	﹤0.01%	1365

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

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

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Templeton Dragon Fund (TDF) in Q2 2019, closing a stake of 1,000 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in TDF in Q4 2015 and held it in 14 quarters. The position peaked at $29K in Q1 2018. 54 funds tracked by Wall St. Rank hold TDF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Templeton Dragon Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,000 Templeton Dragon Fund shares in Q2 2019, an estimated $20K.
Wealthspire Advisors (Maryland) first reported a position in Templeton Dragon Fund in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Templeton Dragon Fund position peaked at $29K in Q1 2018.
54 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.