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Baldwin Investment Management’s Franklin Templeton 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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T. Rowe Price Associates
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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

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

Baldwin Investment Management sold out of Franklin Templeton (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. 557 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

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

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