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Acorn Wealth Advisors’s Franklin Templeton BEN Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-22
Closed -$1K – 546
2018
Q1 		$1K Hold
22
– – ﹤0.01% 770
2017
Q4 		$1K Buy
+22
New +$953 ﹤0.01% 741

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acorn Wealth Advisors's BEN Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Franklin Templeton (BEN) in Q2 2018, closing a stake of 22 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in BEN in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 570 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Franklin Templeton position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 22 Franklin Templeton shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Franklin Templeton in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Franklin Templeton position peaked at $1K in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.