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Gupta Wealth Management’s Franklin Templeton BEN Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-1,022
Closed -$38K – 1158
2015
Q4 		$38K Buy
+1,022
New +$40K 0.01% 481
2015
Q3 		– Sell
-30
Closed -$1K – 1263
2015
Q2 		$1K Sell
30
-350
-92% -$18K ﹤0.01% 1185
2015
Q1 		$20K Buy
+380
New +$20.2K 0.01% 596

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's BEN Position: Q1 2016 in Review

Gupta Wealth Management sold out of Franklin Templeton (BEN) in Q1 2016, closing a stake of 1,022 shares — an estimated $38K sold.

Gupta Wealth Management first reported a position in BEN in Q1 2015 and held it in 3 quarters. The position peaked at $38K in Q4 2015. 545 funds tracked by Wall St. Rank hold BEN as of Q1 2016.

  • Gupta Wealth Management reported no remaining Franklin Templeton position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,022 Franklin Templeton shares in Q1 2016, an estimated $38K.
  • Gupta Wealth Management first reported a position in Franklin Templeton in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Franklin Templeton position peaked at $38K in Q4 2015.
  • 545 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.