Claro Advisors’s Franklin Resources BEN Stock Holding History

Claro Advisors’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	-52	Closed	-$2K	–	226
2018 Q4	$2K	Buy	+52	New	+$1.6K	﹤0.01%	898

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Claro Advisors's BEN Position: Q1 2019 in Review

Claro Advisors sold out of Franklin Resources (BEN) in Q1 2019, closing a stake of 52 shares — an estimated $2K sold.

Claro Advisors first reported a position in BEN in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2019.

Claro Advisors reported no remaining Franklin Resources position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 52 Franklin Resources shares in Q1 2019, an estimated $2K.
Claro Advisors first reported a position in Franklin Resources in Q4 2018 and held it in 1 quarter.
Claro Advisors's Franklin Resources position peaked at $2K in Q4 2018.
556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.