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Hamel Associates’s Franklin Templeton BEN Stock Holding History

Hamel Associates’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
Q3 		– Sell
-65,975
Closed -$2.11M – 96
2018
Q2 		$2.11M Buy
65,975
+2,700
+4% +$90.4K 0.97% 35
2018
Q1 		$1.28B Buy
+63,275
New +$2.57M 85.88% 1

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Hamel Associates's BEN Position: Q3 2018 in Review

Hamel Associates sold out of Franklin Templeton (BEN) in Q3 2018, closing a stake of 65,975 shares — an estimated $2.11M sold.

Hamel Associates first reported a position in BEN in Q1 2018 and held it in 2 quarters. The position peaked at $1.28B in Q1 2018. 548 funds tracked by Wall St. Rank hold BEN as of Q3 2018.

  • Hamel Associates reported no remaining Franklin Templeton position as of Q3 2018 after selling out during the quarter.
  • Hamel Associates sold 65,975 Franklin Templeton shares in Q3 2018, an estimated $2.11M.
  • Hamel Associates first reported a position in Franklin Templeton in Q1 2018 and held it in 2 quarters.
  • Hamel Associates's Franklin Templeton position peaked at $1.28B in Q1 2018.
  • 548 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2018.

Based on Hamel Associates's 13F filing for Q3 2018, filed 25 Oct 2018.