GG
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Gofen & Glossberg’s Franklin Templeton BEN Stock Holding History

Gofen & Glossberg’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
Q1 		– Sell
-4,852
Closed -$210K – 460
2017
Q4 		$210K Hold
4,852
– – 0.01% 447
2017
Q3 		$216K Hold
4,852
– – 0.01% 436
2017
Q2 		$217K Hold
4,852
– – 0.01% 431
2017
Q1 		$204K Sell
4,852
-350
-7% -$14.5K 0.01% 440
2016
Q4 		$206K Buy
+5,202
New +$195K 0.01% 416
2016
Q2 		– Sell
-5,902
Closed -$230K – 456
2016
Q1 		$230K Hold
5,902
– – 0.01% 401
2015
Q4 		$217K Hold
5,902
– – 0.01% 398
2015
Q3 		$220K Hold
5,902
– – 0.01% 398
2015
Q2 		$289K Hold
5,902
– – 0.01% 365
2015
Q1 		$303K Sell
5,902
-90
-2% -$4.78K 0.01% 351
2014
Q4 		$332K Buy
5,992
+4
+0.1% +$221 0.01% 330
2014
Q3 		$327K Sell
5,988
-300
-5% -$16.8K 0.01% 326
2014
Q2 		$364K Buy
6,288
+48
+0.8% +$2.63K 0.02% 312
2014
Q1 		$332K Hold
6,240
– – 0.02% 323
2013
Q4 		$360K Hold
6,240
– – 0.02% 307
2013
Q3 		$315K Sell
6,240
-60
-1% -$2.9K 0.02% 312
2013
Q2 		$286K Buy
+6,300
New +$321K 0.02% 320

Other funds holding BEN

HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Gofen & Glossberg's BEN Position: Q1 2018 in Review

Gofen & Glossberg sold out of Franklin Templeton (BEN) in Q1 2018, closing a stake of 4,852 shares — an estimated $210K sold.

Gofen & Glossberg first reported a position in BEN in Q2 2013 and held it in 17 quarters. The position peaked at $364K in Q2 2014. 582 funds tracked by Wall St. Rank hold BEN as of Q1 2018.

  • Gofen & Glossberg reported no remaining Franklin Templeton position as of Q1 2018 after selling out during the quarter.
  • Gofen & Glossberg sold 4,852 Franklin Templeton shares in Q1 2018, an estimated $210K.
  • Gofen & Glossberg first reported a position in Franklin Templeton in Q2 2013 and held it in 17 quarters.
  • Gofen & Glossberg's Franklin Templeton position peaked at $364K in Q2 2014.
  • 582 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2018.

Based on Gofen & Glossberg's 13F filing for Q1 2018, filed 11 Apr 2018.