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Fiduciary Management Inc’s Franklin Templeton BEN Stock Holding History

Fiduciary Management Inc’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
-4,261,255
Closed -$148M – 68
2019
Q2 		$148M Sell
4,261,255
-7,695
-0.2% -$262K 0.95% 34
2019
Q1 		$141M Buy
4,268,950
+5,676
+0.1% +$179K 0.92% 36
2018
Q4 		$126M Buy
4,263,274
+88,779
+2% +$2.73M 0.9% 33
2018
Q3 		$127M Buy
+4,174,495
New +$135M 0.79% 33

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 $3.37T AUM 44.26% 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

Fiduciary Management Inc's BEN Position: Q3 2019 in Review

Fiduciary Management Inc sold out of Franklin Templeton (BEN) in Q3 2019, closing a stake of 4,261,255 shares — an estimated $148M sold.

Fiduciary Management Inc first reported a position in BEN in Q3 2018 and held it in 4 quarters. The position peaked at $148M in Q2 2019. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

  • Fiduciary Management Inc reported no remaining Franklin Templeton position as of Q3 2019 after selling out during the quarter.
  • Fiduciary Management Inc sold 4,261,255 Franklin Templeton shares in Q3 2019, an estimated $148M.
  • Fiduciary Management Inc first reported a position in Franklin Templeton in Q3 2018 and held it in 4 quarters.
  • Fiduciary Management Inc's Franklin Templeton position peaked at $148M in Q2 2019.
  • 528 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2019.

Based on Fiduciary Management Inc's 13F filing for Q3 2019, filed 13 Nov 2019.