WMG
TEI

WESCAP Management Group’s Templeton Emerging Markets Income Fund TEI Stock Holding History

WESCAP Management Group’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
2021
Q3 		– Sell
-8,846
Closed -$70K – 89
2021
Q2 		$70K Sell
8,846
-7,234
-45% -$56.5K 0.02% 85
2021
Q1 		$118K Hold
16,080
– – 0.03% 83
2020
Q4 		$124K Hold
16,080
– – 0.04% 79
2020
Q3 		$119K Sell
16,080
-3,573
-18% -$27.3K 0.04% 81
2020
Q2 		$154K Buy
19,653
+3,963
+25% +$30.2K 0.05% 84
2020
Q1 		$117K Buy
+15,690
New +$136K 0.05% 88

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return