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Beese Fulmer Investment Management’s Franklin Resources BEN Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-900
Closed -$19K – 230
2020
Q2 		$19K Buy
+900
New +$17K ﹤0.01% 416

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's BEN Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Franklin Resources (BEN) in Q3 2020, closing a stake of 900 shares — an estimated $19K sold.

Beese Fulmer Investment Management first reported a position in BEN in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 486 funds tracked by Wall St. Rank hold BEN as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Franklin Resources position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 900 Franklin Resources shares in Q3 2020, an estimated $19K.
  • Beese Fulmer Investment Management first reported a position in Franklin Resources in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Franklin Resources position peaked at $19K in Q2 2020.
  • 486 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.