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Hutchinson Capital Management’s Franklin Templeton BEN Stock Holding History

Hutchinson Capital 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
2019
Q4 		– Sell
-238,899
Closed -$6.89M – 69
2019
Q3 		$6.89M Sell
238,899
-17,836
-7% -$545K 1.87% 28
2019
Q2 		$8.93M Sell
256,735
-14,406
-5% -$490K 2.51% 21
2019
Q1 		$8.99M Sell
271,141
-863
-0.3% -$27.3K 2.71% 19
2018
Q4 		$8.07M Sell
272,004
-9,227
-3% -$284K 2.69% 19
2018
Q3 		$8.55M Buy
281,231
+6,229
+2% +$201K 2.38% 19
2018
Q2 		$8.81M Buy
+275,002
New +$9.21M 2.74% 19

Other funds holding BEN

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hutchinson Capital Management's BEN Position: Q4 2019 in Review

Hutchinson Capital Management sold out of Franklin Templeton (BEN) in Q4 2019, closing a stake of 238,899 shares — an estimated $6.89M sold.

Hutchinson Capital Management first reported a position in BEN in Q2 2018 and held it in 6 quarters. The position peaked at $8.99M in Q1 2019. 518 funds tracked by Wall St. Rank hold BEN as of Q4 2019.

  • Hutchinson Capital Management reported no remaining Franklin Templeton position as of Q4 2019 after selling out during the quarter.
  • Hutchinson Capital Management sold 238,899 Franklin Templeton shares in Q4 2019, an estimated $6.89M.
  • Hutchinson Capital Management first reported a position in Franklin Templeton in Q2 2018 and held it in 6 quarters.
  • Hutchinson Capital Management's Franklin Templeton position peaked at $8.99M in Q1 2019.
  • 518 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2019.

Based on Hutchinson Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.