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Avantax Planning Partners’s Franklin Templeton 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

Other funds holding BEN

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Avantax Planning Partners sold out of Franklin Templeton (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. 557 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

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

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