Bingham Osborn & Scarborough’s Franklin Templeton BEN Stock Holding History

Bingham Osborn & Scarborough’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
2019 Q3	–	Sell	-5,972	Closed	-$208K	–	154
2019 Q2	$208K	Buy	+5,972	New	+$203K	0.02%	141
2018 Q3	–	Sell	-7,289	Closed	-$234K	–	147
2018 Q2	$234K	Buy	7,289 +96	+1%	+$3.22K	0.02%	127
2018 Q1	$249K	Hold	7,193	–	–	0.02%	122
2017 Q4	$312K	Sell	7,193 -695	-9%	-$30.1K	0.03%	104
2017 Q3	$351K	Hold	7,888	–	–	0.03%	90
2017 Q2	$353K	Hold	7,888	–	–	0.03%	86
2017 Q1	$332K	Sell	7,888 -10	-0.1%	-$415	0.03%	90
2016 Q4	$313K	Buy	7,898 +10	+0.1%	+$374	0.03%	90
2016 Q3	$281K	Sell	7,888 -47	-0.6%	-$1.66K	0.03%	94
2016 Q2	$265K	Buy	7,935 +47	+0.6%	+$1.71K	0.03%	98
2016 Q1	$308K	Hold	7,888	–	–	0.04%	89
2015 Q4	$290K	Buy	+7,888	New	+$308K	0.04%	88
2015 Q3	–	Sell	-4,333	Closed	-$212K	–	113
2015 Q2	$212K	Buy	+4,333	New	+$222K	0.03%	109

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Bingham Osborn & Scarborough's BEN Position: Q3 2019 in Review

Bingham Osborn & Scarborough sold out of Franklin Templeton (BEN) in Q3 2019, closing a stake of 5,972 shares — an estimated $208K sold.

Bingham Osborn & Scarborough first reported a position in BEN in Q2 2015 and held it in 13 quarters. The position peaked at $353K in Q2 2017. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

Bingham Osborn & Scarborough reported no remaining Franklin Templeton position as of Q3 2019 after selling out during the quarter.
Bingham Osborn & Scarborough sold 5,972 Franklin Templeton shares in Q3 2019, an estimated $208K.
Bingham Osborn & Scarborough first reported a position in Franklin Templeton in Q2 2015 and held it in 13 quarters.
Bingham Osborn & Scarborough's Franklin Templeton position peaked at $353K in Q2 2017.
528 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2019.

Based on Bingham Osborn & Scarborough's 13F filing for Q3 2019, filed 4 Nov 2019.