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Alera Investment Advisors’s Franklin Templeton BEN Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-245
Closed -$8K – 177
2019
Q1 		$8K Sell
245
-5
-2% -$158 ﹤0.01% 509
2018
Q4 		$7K Buy
+250
New +$7.69K ﹤0.01% 514

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
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alera Investment Advisors's BEN Position: Q2 2019 in Review

Alera Investment Advisors sold out of Franklin Templeton (BEN) in Q2 2019, closing a stake of 245 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in BEN in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2019.

  • Alera Investment Advisors reported no remaining Franklin Templeton position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 245 Franklin Templeton shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Franklin Templeton in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Franklin Templeton position peaked at $8K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.