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Anchor Capital Advisors’s Franklin Templeton BEN Stock Holding History

Anchor Capital 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
Q4 		– Sell
-48,018
Closed -$1.39M – 252
2019
Q3 		$1.39M Sell
48,018
-605,076
-93% -$18.5M 0.05% 144
2019
Q2 		$22.7M Sell
653,094
-988
-0.2% -$33.6K 0.82% 52
2019
Q1 		$21.7M Buy
654,082
+103,180
+19% +$3.26M 0.46% 61
2018
Q4 		$16.3M Sell
550,902
-70,382
-11% -$2.16M 0.66% 72
2018
Q3 		$18.9M Buy
621,284
+3,558
+0.6% +$115K 0.69% 65
2018
Q2 		$19.8M Sell
617,726
-45,380
-7% -$1.52M 0.73% 57
2018
Q1 		$23M Sell
663,106
-3,070
-0.5% -$125K 0.8% 54
2017
Q4 		$28.9M Sell
666,176
-15,349
-2% -$665K 1.02% 34
2017
Q3 		$30.3M Sell
681,525
-12,439
-2% -$545K 1.09% 29
2017
Q2 		$31.1M Sell
693,964
-38,819
-5% -$1.66M 1.14% 25
2017
Q1 		$30.9M Sell
732,783
-12,984
-2% -$539K 1.07% 31
2016
Q4 		$29.5M Buy
745,767
+231,711
+45% +$8.67M 1.12% 31
2016
Q3 		$18.3M Buy
+514,056
New +$18.2M 0.61% 72

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Anchor Capital Advisors's BEN Position: Q4 2019 in Review

Anchor Capital Advisors sold out of Franklin Templeton (BEN) in Q4 2019, closing a stake of 48,018 shares — an estimated $1.39M sold.

Anchor Capital Advisors first reported a position in BEN in Q3 2016 and held it in 13 quarters. The position peaked at $31.1M in Q2 2017. 518 funds tracked by Wall St. Rank hold BEN as of Q4 2019.

  • Anchor Capital Advisors reported no remaining Franklin Templeton position as of Q4 2019 after selling out during the quarter.
  • Anchor Capital Advisors sold 48,018 Franklin Templeton shares in Q4 2019, an estimated $1.39M.
  • Anchor Capital Advisors first reported a position in Franklin Templeton in Q3 2016 and held it in 13 quarters.
  • Anchor Capital Advisors's Franklin Templeton position peaked at $31.1M in Q2 2017.
  • 518 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2019.

Based on Anchor Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.