AWA
BEN icon

Acorn Wealth Advisors’s Franklin Resources 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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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 $1.61T AUM 30.72% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of Franklin Resources (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. 569 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

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

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