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Columbus Macro’s Franklin Templeton BEN Stock Holding History

Columbus Macro’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
-14,011
Closed -$451K – 123
2018
Q2 		$451K Buy
14,011
+165
+1% +$5.53K 0.12% 106
2018
Q1 		$507K Sell
13,846
-193
-1% -$7.85K 0.13% 89
2017
Q4 		$610K Buy
+14,039
New +$608K 0.19% 75

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

Columbus Macro's BEN Position: Q3 2018 in Review

Columbus Macro sold out of Franklin Templeton (BEN) in Q3 2018, closing a stake of 14,011 shares — an estimated $451K sold.

Columbus Macro first reported a position in BEN in Q4 2017 and held it in 3 quarters. The position peaked at $610K in Q4 2017. 548 funds tracked by Wall St. Rank hold BEN as of Q3 2018.

  • Columbus Macro reported no remaining Franklin Templeton position as of Q3 2018 after selling out during the quarter.
  • Columbus Macro sold 14,011 Franklin Templeton shares in Q3 2018, an estimated $451K.
  • Columbus Macro first reported a position in Franklin Templeton in Q4 2017 and held it in 3 quarters.
  • Columbus Macro's Franklin Templeton position peaked at $610K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2018.

Based on Columbus Macro's 13F filing for Q3 2018, filed 12 Oct 2018.