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Berman Capital Advisors’s Franklin Electric FELE Stock Holding History

Berman Capital Advisors’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$8K Hold
108
– – ﹤0.01% 1252
2021
Q2 		$8K Hold
108
– – ﹤0.01% 1193
2021
Q1 		$8K Hold
108
– – ﹤0.01% 1096
2020
Q4 		$7K Hold
108
– – ﹤0.01% 1036
2020
Q3 		$6K Sell
108
-14
-11% -$795 ﹤0.01% 963
2020
Q2 		$6K Buy
122
+23
+23% +$1.14K ﹤0.01% 930
2020
Q1 		$4K Hold
99
– – ﹤0.01% 938
2019
Q4 		$5K Hold
99
– – ﹤0.01% 971
2019
Q3 		$4K Hold
99
– – ﹤0.01% 997
2019
Q2 		$4K Buy
+99
New +$4.69K ﹤0.01% 1013

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's FELE Position: Q3 2021 in Review

Berman Capital Advisors held its Franklin Electric (FELE) position steady in Q3 2021 at 108 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Berman Capital Advisors first reported a position in FELE in Q2 2019 and has held it in 10 quarters since. 251 funds tracked by Wall St. Rank hold FELE as of Q3 2021.

  • Berman Capital Advisors held 108 shares of Franklin Electric worth $8K as of Q3 2021.
  • Berman Capital Advisors left its Franklin Electric share count unchanged in Q3 2021.
  • Franklin Electric made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1252 holding.
  • Berman Capital Advisors first reported a position in Franklin Electric in Q2 2019 and has held it in 10 quarters since.
  • 251 funds tracked by Wall St. Rank held Franklin Electric as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.