Boston Partners
BEN icon

Boston Partners’s Franklin Templeton BEN Stock Holding History

Boston Partners’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
2018
Q3 		– Sell
-37,515
Closed -$1.2M – 711
2018
Q2 		$1.2M Buy
+37,515
New +$1.26M ﹤0.01% 722
2017
Q3 		– Sell
-101,058
Closed -$4.53M – 757
2017
Q2 		$4.53M Sell
101,058
-8,873
-8% -$379K 0.01% 496
2017
Q1 		$4.63M Sell
109,931
-25,137
-19% -$1.04M 0.01% 510
2016
Q4 		$5.35M Buy
+135,068
New +$5.06M 0.01% 490

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Boston Partners's BEN Position: Q3 2018 in Review

Boston Partners sold out of Franklin Templeton (BEN) in Q3 2018, closing a stake of 37,515 shares — an estimated $1.2M sold.

Boston Partners first reported a position in BEN in Q4 2016 and held it in 4 quarters. The position peaked at $5.35M in Q4 2016. 548 funds tracked by Wall St. Rank hold BEN as of Q3 2018.

  • Boston Partners reported no remaining Franklin Templeton position as of Q3 2018 after selling out during the quarter.
  • Boston Partners sold 37,515 Franklin Templeton shares in Q3 2018, an estimated $1.2M.
  • Boston Partners first reported a position in Franklin Templeton in Q4 2016 and held it in 4 quarters.
  • Boston Partners's Franklin Templeton position peaked at $5.35M in Q4 2016.
  • 548 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2018.

Based on Boston Partners's 13F filing for Q3 2018, filed 14 Nov 2018.