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Evercore Wealth Management’s Franklin Resources BEN Stock Holding History

Evercore 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
2020
Q1 		– Sell
-9,300
Closed -$242K – 363
2019
Q4 		$242K Sell
9,300
-1,425
-13% -$38.7K 0.01% 363
2019
Q3 		$310K Sell
10,725
-2,189
-17% -$66.9K 0.01% 335
2019
Q2 		$450K Hold
12,914
– – 0.01% 287
2019
Q1 		$428K Sell
12,914
-250
-2% -$7.89K 0.01% 288
2018
Q4 		$390K Buy
13,164
+1,089
+9% +$33.5K 0.01% 275
2018
Q3 		$367K Buy
12,075
+750
+7% +$24.2K 0.01% 314
2018
Q2 		$363K Sell
11,325
-2,300
-17% -$77K 0.01% 303
2018
Q1 		$472K Sell
13,625
-1,150
-8% -$46.8K 0.02% 249
2017
Q4 		$640K Sell
14,775
-150
-1% -$6.5K 0.02% 229
2017
Q3 		$664K Sell
14,925
-1,410
-9% -$61.8K 0.03% 220
2017
Q2 		$732K Sell
16,335
-300
-2% -$12.8K 0.03% 211
2017
Q1 		$701K Sell
16,635
-1,641
-9% -$68.1K 0.03% 219
2016
Q4 		$723K Sell
18,276
-739
-4% -$27.7K 0.03% 216
2016
Q3 		$677K Sell
19,015
-2,610
-12% -$92.3K 0.03% 213
2016
Q2 		$722K Sell
21,625
-2,010
-9% -$73K 0.03% 200
2016
Q1 		$923K Sell
23,635
-6,790
-22% -$240K 0.04% 179
2015
Q4 		$1.12M Sell
30,425
-3,000
-9% -$117K 0.05% 175
2015
Q3 		$1.25M Sell
33,425
-6,585
-16% -$285K 0.06% 165
2015
Q2 		$1.96M Sell
40,010
-1,787
-4% -$91.7K 0.09% 137
2015
Q1 		$2.15M Sell
41,797
-14,160
-25% -$751K 0.1% 131
2014
Q4 		$3.1M Sell
55,957
-2,833
-5% -$156K 0.15% 107
2014
Q3 		$3.21M Sell
58,790
-1,850
-3% -$104K 0.16% 114
2014
Q2 		$3.51M Sell
60,640
-36,594
-38% -$2M 0.18% 108
2014
Q1 		$5.27M Sell
97,234
-10,200
-9% -$549K 0.3% 83
2013
Q4 		$6.2M Sell
107,434
-44
-0% -$2.37K 0.34% 81
2013
Q3 		$5.43M Sell
107,478
-663
-0.6% -$32K 0.31% 88
2013
Q2 		$4.9M Buy
+108,141
New +$5.51M 0.28% 96

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's BEN Position: Q1 2020 in Review

Evercore Wealth Management sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 9,300 shares — an estimated $242K sold.

Evercore Wealth Management first reported a position in BEN in Q2 2013 and held it in 27 quarters. The position peaked at $6.2M in Q4 2013. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Evercore Wealth Management reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 9,300 Franklin Resources shares in Q1 2020, an estimated $242K.
  • Evercore Wealth Management first reported a position in Franklin Resources in Q2 2013 and held it in 27 quarters.
  • Evercore Wealth Management's Franklin Resources position peaked at $6.2M in Q4 2013.
  • 479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.