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Holistic Financial Partners’s Franklin Resources BEN Stock Holding History

Holistic Financial 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
Q1 		– Sell
-502
Closed -$22K – 450
2017
Q4 		$22K Buy
+502
New +$21.7K 0.02% 271

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Holistic Financial Partners's BEN Position: Q1 2018 in Review

Holistic Financial Partners sold out of Franklin Resources (BEN) in Q1 2018, closing a stake of 502 shares — an estimated $22K sold.

Holistic Financial Partners first reported a position in BEN in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 581 funds tracked by Wall St. Rank hold BEN as of Q1 2018.

  • Holistic Financial Partners reported no remaining Franklin Resources position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 502 Franklin Resources shares in Q1 2018, an estimated $22K.
  • Holistic Financial Partners first reported a position in Franklin Resources in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Franklin Resources position peaked at $22K in Q4 2017.
  • 581 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.