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Baldwin Investment Management’s Franklin Resources BEN Stock Holding History

Baldwin Investment Management’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
-6,600
Closed -$201K – 160
2018
Q3 		$201K Sell
6,600
-100
-1% -$3.22K 0.06% 167
2018
Q2 		$215K Buy
+6,700
New +$224K 0.07% 159

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State Street
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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

Baldwin Investment Management's BEN Position: Q4 2018 in Review

Baldwin Investment Management sold out of Franklin Resources (BEN) in Q4 2018, closing a stake of 6,600 shares — an estimated $201K sold.

Baldwin Investment Management first reported a position in BEN in Q2 2018 and held it in 2 quarters. The position peaked at $215K in Q2 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

  • Baldwin Investment Management reported no remaining Franklin Resources position as of Q4 2018 after selling out during the quarter.
  • Baldwin Investment Management sold 6,600 Franklin Resources shares in Q4 2018, an estimated $201K.
  • Baldwin Investment Management first reported a position in Franklin Resources in Q2 2018 and held it in 2 quarters.
  • Baldwin Investment Management's Franklin Resources position peaked at $215K in Q2 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2018.

Based on Baldwin Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.