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Cypress Wealth Services’s Franklin Templeton BEN Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-121,140
Closed -$4.22M – 255
2019
Q2 		$4.22M Hold
121,140
– – 1.22% 21
2019
Q1 		$4.01M Buy
+121,140
New +$3.83M 1.27% 22

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Cypress Wealth Services's BEN Position: Q3 2019 in Review

Cypress Wealth Services sold out of Franklin Templeton (BEN) in Q3 2019, closing a stake of 121,140 shares — an estimated $4.22M sold.

Cypress Wealth Services first reported a position in BEN in Q1 2019 and held it in 2 quarters. The position peaked at $4.22M in Q2 2019. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

  • Cypress Wealth Services reported no remaining Franklin Templeton position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 121,140 Franklin Templeton shares in Q3 2019, an estimated $4.22M.
  • Cypress Wealth Services first reported a position in Franklin Templeton in Q1 2019 and held it in 2 quarters.
  • Cypress Wealth Services's Franklin Templeton position peaked at $4.22M in Q2 2019.
  • 528 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.