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Bruderman Asset Management’s Franklin Resources BEN Stock Holding History

Bruderman Asset 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
Q1 		– Sell
-111
Closed -$3K – 642
2018
Q4 		$3K Buy
111
+1
+0.9% +$31 ﹤0.01% 530
2018
Q3 		$3K Buy
110
+1
+0.9% +$32 ﹤0.01% 323
2018
Q2 		$3K Buy
+109
New +$3.65K ﹤0.01% 338

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bruderman Asset Management's BEN Position: Q1 2019 in Review

Bruderman Asset Management sold out of Franklin Resources (BEN) in Q1 2019, closing a stake of 111 shares — an estimated $3K sold.

Bruderman Asset Management first reported a position in BEN in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2019.

  • Bruderman Asset Management reported no remaining Franklin Resources position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 111 Franklin Resources shares in Q1 2019, an estimated $3K.
  • Bruderman Asset Management first reported a position in Franklin Resources in Q2 2018 and held it in 3 quarters.
  • Bruderman Asset Management's Franklin Resources position peaked at $3K in Q4 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.