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BDO Wealth Advisors’s Franklin Resources BEN Stock Holding History

BDO Wealth 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
2017
Q3 		– Sell
-33
Closed -$1K – 445
2017
Q2 		$1K Buy
+33
New +$1.41K ﹤0.01% 535

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's BEN Position: Q3 2017 in Review

BDO Wealth Advisors sold out of Franklin Resources (BEN) in Q3 2017, closing a stake of 33 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in BEN in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 554 funds tracked by Wall St. Rank hold BEN as of Q3 2017.

  • BDO Wealth Advisors reported no remaining Franklin Resources position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 33 Franklin Resources shares in Q3 2017, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Franklin Resources in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's Franklin Resources position peaked at $1K in Q2 2017.
  • 554 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.