WANY
TEI

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-1,313
Closed -$13K – 704
2018
Q4 		$13K Buy
+1,313
New +$12.7K ﹤0.01% 447

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s TEI Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2019, closing a stake of 1,313 shares — an estimated $13K sold.

Wealthspire Advisors (New York) first reported a position in TEI in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 89 funds tracked by Wall St. Rank hold TEI as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,313 Templeton Emerging Markets Income Fund shares in Q1 2019, an estimated $13K.
  • Wealthspire Advisors (New York) first reported a position in Templeton Emerging Markets Income Fund in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Templeton Emerging Markets Income Fund position peaked at $13K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.