WAM
TEI

Wealthspire Advisors (Maryland)’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-723
Closed -$7K – 1859
2019
Q1 		$7K Buy
+723
New +$7.42K ﹤0.01% 1699
2017
Q2 		– Sell
-1,100
Closed -$12K – 2272
2017
Q1 		$12K Hold
1,100
– – ﹤0.01% 1277
2016
Q4 		$12K Buy
+1,100
New +$11.8K ﹤0.01% 1170

Other funds holding TEI

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2019, closing a stake of 723 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in TEI in Q4 2016 and held it in 3 quarters. The position peaked at $12K in Q1 2017. 82 funds tracked by Wall St. Rank hold TEI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 723 Templeton Emerging Markets Income Fund shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Templeton Emerging Markets Income Fund in Q4 2016 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Templeton Emerging Markets Income Fund position peaked at $12K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2019.

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