Girard Partners’s Franklin Resources BEN Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-230	Closed	-$6K	–	295
2018 Q3	$6K	Buy	+230	New	+$7.41K	﹤0.01%	809

Other funds holding BEN

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Girard Partners's BEN Position: Q4 2018 in Review

Girard Partners sold out of Franklin Resources (BEN) in Q4 2018, closing a stake of 230 shares — an estimated $6K sold.

Girard Partners first reported a position in BEN in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

Girard Partners reported no remaining Franklin Resources position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 230 Franklin Resources shares in Q4 2018, an estimated $6K.
Girard Partners first reported a position in Franklin Resources in Q3 2018 and held it in 1 quarter.
Girard Partners's Franklin Resources position peaked at $6K in Q3 2018.
556 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.