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Copeland Capital Management’s Franklin Resources BEN Stock Holding History

Copeland Capital 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
-34
Closed -$1K – 264
2018
Q4 		$1K Buy
+34
New +$1.04K ﹤0.01% 253

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Copeland Capital Management's BEN Position: Q1 2019 in Review

Copeland Capital Management sold out of Franklin Resources (BEN) in Q1 2019, closing a stake of 34 shares — an estimated $1K sold.

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

  • Copeland Capital Management reported no remaining Franklin Resources position as of Q1 2019 after selling out during the quarter.
  • Copeland Capital Management sold 34 Franklin Resources shares in Q1 2019, an estimated $1K.
  • Copeland Capital Management first reported a position in Franklin Resources in Q4 2018 and held it in 1 quarter.
  • Copeland Capital Management's Franklin Resources position peaked at $1K in Q4 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2019.

Based on Copeland Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.