Guidant Wealth Advisors’s Franklin Resources BEN Stock Holding History

Guidant Wealth 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
2019 Q3	$222K	Sell	7,682 -17,345	-69%	-$530K	0.08%	104
2019 Q2	$871K	Hold	25,027	–	–	0.34%	51
2019 Q1	$829K	Buy	25,027 +3,193	+15%	+$101K	0.32%	53
2018 Q4	$647K	Hold	21,834	–	–	0.3%	61
2018 Q3	$665K	Buy	21,834 +2,525	+13%	+$81.4K	0.28%	30
2018 Q2	$610K	Hold	19,309	–	–	0.27%	30
2018 Q1	$645K	Hold	19,309	–	–	0.29%	30
2017 Q4	$848K	Hold	19,309	–	–	0.38%	29
2017 Q3	$863K	Buy	19,309 +363	+2%	+$15.9K	0.61%	28
2017 Q2	$862K	Hold	18,946	–	–	0.44%	47
2017 Q1	$784K	Hold	18,946	–	–	0.41%	48
2016 Q4	$772K	Sell	18,946 -291	-2%	-$10.9K	0.44%	46
2016 Q3	$688K	Buy	+19,237	New	+$680K	0.42%	49

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Guidant Wealth Advisors's BEN Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Franklin Resources (BEN) stake by 69% in Q3 2019, selling an estimated $530K and leaving 7,682 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #104.

Guidant Wealth Advisors first reported a position in BEN in Q3 2016 and has held it in 13 quarters since. The position peaked at $871K in Q2 2019. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

Guidant Wealth Advisors held 7,682 shares of Franklin Resources worth $222K as of Q3 2019.
Guidant Wealth Advisors sold 17,345 Franklin Resources shares in Q3 2019, an estimated $530K.
Franklin Resources made up 0.08% of Guidant Wealth Advisors's portfolio in Q3 2019, its #104 holding.
Guidant Wealth Advisors first reported a position in Franklin Resources in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Franklin Resources position peaked at $871K in Q2 2019.
527 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.