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Bruderman Asset Management’s Franklin Templeton 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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Bruderman Asset Management sold out of Franklin Templeton (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. 557 funds tracked by Wall St. Rank hold BEN as of Q1 2019.

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

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