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Boston Financial Management’s Franklin Resources BEN Stock Holding History

Boston Financial 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
2019
Q2 		– Sell
-6,378
Closed -$211K – 259
2019
Q1 		$211K Buy
+6,378
New +$201K 0.01% 251

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Financial Management's BEN Position: Q2 2019 in Review

Boston Financial Management sold out of Franklin Resources (BEN) in Q2 2019, closing a stake of 6,378 shares — an estimated $211K sold.

Boston Financial Management first reported a position in BEN in Q1 2019 and held it in 1 quarter. The position peaked at $211K in Q1 2019. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2019.

  • Boston Financial Management reported no remaining Franklin Resources position as of Q2 2019 after selling out during the quarter.
  • Boston Financial Management sold 6,378 Franklin Resources shares in Q2 2019, an estimated $211K.
  • Boston Financial Management first reported a position in Franklin Resources in Q1 2019 and held it in 1 quarter.
  • Boston Financial Management's Franklin Resources position peaked at $211K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2019.

Based on Boston Financial Management's 13F filing for Q2 2019, filed 24 Jul 2019.