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Cynosure Advisors’s Franklin Resources BEN Stock Holding History

Cynosure 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
2018
Q3 		– Sell
-8,023
Closed -$257K – 35
2018
Q2 		$257K Hold
8,023
– – 0.07% 204
2018
Q1 		$278K Buy
8,023
+79
+1% +$3.21K 0.07% 188
2017
Q4 		$344K Buy
+7,944
New +$344K 0.08% 172

Other funds holding BEN

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Cynosure Advisors's BEN Position: Q3 2018 in Review

Cynosure Advisors sold out of Franklin Resources (BEN) in Q3 2018, closing a stake of 8,023 shares — an estimated $257K sold.

Cynosure Advisors first reported a position in BEN in Q4 2017 and held it in 3 quarters. The position peaked at $344K in Q4 2017. 548 funds tracked by Wall St. Rank hold BEN as of Q3 2018.

  • Cynosure Advisors reported no remaining Franklin Resources position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 8,023 Franklin Resources shares in Q3 2018, an estimated $257K.
  • Cynosure Advisors first reported a position in Franklin Resources in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Franklin Resources position peaked at $344K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.