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Bingham Osborn & Scarborough’s Franklin Resources 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Bingham Osborn & Scarborough sold out of Franklin Resources (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. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

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

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