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Cypress Wealth Services’s Franklin Resources 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

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Cypress Wealth Services sold out of Franklin Resources (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. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

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

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