FinTrust Capital Advisors’s Franklin Resources BEN Stock Holding History

FinTrust Capital Advisors’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	-546	Closed	-$14K	–	1107
2019 Q4	$14K	Hold	546	–	–	0.01%	688
2019 Q3	$16K	Sell	546 -16	-3%	-$489	0.01%	681
2019 Q2	$20K	Hold	562	–	–	0.01%	601
2019 Q1	$19K	Hold	562	–	–	0.01%	612
2018 Q4	$17K	Buy	+562	New	+$17.3K	0.01%	634

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Capital Advisors's BEN Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 546 shares — an estimated $14K sold.

FinTrust Capital Advisors first reported a position in BEN in Q4 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2019. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

FinTrust Capital Advisors reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 546 Franklin Resources shares in Q1 2020, an estimated $14K.
FinTrust Capital Advisors first reported a position in Franklin Resources in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's Franklin Resources position peaked at $20K in Q2 2019.
479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.