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Doyle Wealth Management’s Franklin Resources BEN Stock Holding History

Doyle Wealth 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
Q3 		– Sell
-500
Closed -$17K – 249
2019
Q2 		$17K Buy
+500
New +$17K ﹤0.01% 537
2019
Q1 		– Sell
-500
Closed -$15K – 240
2018
Q4 		$15K Buy
+500
New +$15.4K ﹤0.01% 557

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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

Doyle Wealth Management's BEN Position: Q3 2019 in Review

Doyle Wealth Management sold out of Franklin Resources (BEN) in Q3 2019, closing a stake of 500 shares — an estimated $17K sold.

Doyle Wealth Management first reported a position in BEN in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Franklin Resources position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 500 Franklin Resources shares in Q3 2019, an estimated $17K.
  • Doyle Wealth Management first reported a position in Franklin Resources in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Franklin Resources position peaked at $17K in Q2 2019.
  • 527 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.