WEC
TRF

Winslow Evans & Crocker’s TEMPLETON RUSSIA & EAST EURO FD TRF Stock Holding History

Winslow Evans & Crocker’s Portfolio TRF Stock Details TRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-626
Closed -$10K – 1465
2013
Q4 		$10K Buy
+626
New +$9.51K ﹤0.01% 926

Other funds holding TRF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

Winslow Evans & Crocker's TRF Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of TEMPLETON RUSSIA & EAST EURO FD (TRF) in Q1 2014, closing a stake of 626 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in TRF in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 21 funds tracked by Wall St. Rank hold TRF as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining TEMPLETON RUSSIA & EAST EURO FD position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 626 TEMPLETON RUSSIA & EAST EURO FD shares in Q1 2014, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in TEMPLETON RUSSIA & EAST EURO FD in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's TEMPLETON RUSSIA & EAST EURO FD position peaked at $10K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held TEMPLETON RUSSIA & EAST EURO FD as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.