WHCFA
TEI

William Howard & Co Financial Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

William Howard & Co Financial Advisors’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
2024
Q4 		– Sell
-21,415
Closed -$125K – 56
2024
Q3 		$125K Buy
+21,415
New +$120K 0.11% 53

Other funds holding TEI

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

William Howard & Co Financial Advisors's TEI Position: Q4 2024 in Review

William Howard & Co Financial Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2024, closing a stake of 21,415 shares — an estimated $125K sold.

William Howard & Co Financial Advisors first reported a position in TEI in Q3 2024 and held it in 1 quarter. The position peaked at $125K in Q3 2024. 91 funds tracked by Wall St. Rank hold TEI as of Q4 2024.

  • William Howard & Co Financial Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2024 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 21,415 Templeton Emerging Markets Income Fund shares in Q4 2024, an estimated $125K.
  • William Howard & Co Financial Advisors first reported a position in Templeton Emerging Markets Income Fund in Q3 2024 and held it in 1 quarter.
  • William Howard & Co Financial Advisors's Templeton Emerging Markets Income Fund position peaked at $125K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2024.

Based on William Howard & Co Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.