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Avantax Planning Partners’s Franklin Resources BEN Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-116
Closed -$4K – 372
2018
Q3 		$4K Buy
+116
New +$3.74K ﹤0.01% 1142
2018
Q2 		– Sell
-140
Closed -$5K – 364
2018
Q1 		$5K Buy
+140
New +$5.69K ﹤0.01% 1306

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's BEN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Franklin Resources (BEN) in Q4 2018, closing a stake of 116 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in BEN in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Franklin Resources position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 116 Franklin Resources shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Franklin Resources in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Franklin Resources position peaked at $5K in Q1 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.