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Acima Private Wealth’s Franklin Resources BEN Stock Holding History

Acima Private Wealth’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-30
Closed -$1K – 266
2018
Q4 		$1K Buy
+30
New +$922 ﹤0.01% 267

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Acima Private Wealth's BEN Position: Q1 2019 in Review

Acima Private Wealth sold out of Franklin Resources (BEN) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

Acima Private Wealth first reported a position in BEN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2019.

  • Acima Private Wealth reported no remaining Franklin Resources position as of Q1 2019 after selling out during the quarter.
  • Acima Private Wealth sold 30 Franklin Resources shares in Q1 2019, an estimated $1K.
  • Acima Private Wealth first reported a position in Franklin Resources in Q4 2018 and held it in 1 quarter.
  • Acima Private Wealth's Franklin Resources position peaked at $1K in Q4 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2019.

Based on Acima Private Wealth's 13F filing for Q1 2019, filed 6 May 2019.