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Insight 2811 Inc’s Franklin Resources BEN Stock Holding History

Insight 2811 Inc’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
2020
Q1 		– Sell
-11,200
Closed -$291K – 71
2019
Q4 		$291K Sell
11,200
-2,000
-15% -$54.3K 0.19% 66
2019
Q3 		$381K Sell
13,200
-2,700
-17% -$82.5K 0.27% 55
2019
Q2 		$560K Sell
15,900
-1,600
-9% -$54.4K 0.4% 41
2019
Q1 		$580K Sell
17,500
-1,654
-9% -$52.2K 0.44% 41
2018
Q4 		$568K Sell
19,154
-7,800
-29% -$240K 0.48% 40
2018
Q3 		$820K Buy
26,954
+400
+2% +$12.9K 0.55% 35
2018
Q2 		$851K Buy
26,554
+10,300
+63% +$345K 0.59% 29
2018
Q1 		$564K Buy
16,254
+10,400
+178% +$423K 0.4% 44
2017
Q4 		$254K Hold
5,854
– – 0.19% 67
2017
Q3 		$261K Hold
5,854
– – 0.19% 66
2017
Q2 		$262K Sell
5,854
-200
-3% -$8.55K 0.2% 67
2017
Q1 		$255K Buy
6,054
+254
+4% +$10.5K 0.2% 66
2016
Q4 		$230K Buy
+5,800
New +$217K 0.19% 61

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight 2811 Inc's BEN Position: Q1 2020 in Review

Insight 2811 Inc sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 11,200 shares — an estimated $291K sold.

Insight 2811 Inc first reported a position in BEN in Q4 2016 and held it in 13 quarters. The position peaked at $851K in Q2 2018. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Insight 2811 Inc reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 11,200 Franklin Resources shares in Q1 2020, an estimated $291K.
  • Insight 2811 Inc first reported a position in Franklin Resources in Q4 2016 and held it in 13 quarters.
  • Insight 2811 Inc's Franklin Resources position peaked at $851K in Q2 2018.
  • 479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Insight 2811 Inc's 13F filing for Q1 2020, filed 5 May 2020.