JA
BEN icon

JOYN Advisors’s Franklin Resources BEN Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-836
Closed -$25K – 252
2018
Q4 		$25K Sell
836
-155
-16% -$4.77K 0.01% 571
2018
Q3 		$30K Sell
991
-119
-11% -$3.83K 0.01% 544
2018
Q2 		$36K Buy
1,110
+940
+553% +$31.5K 0.01% 485
2018
Q1 		$6K Buy
+170
New +$6.91K ﹤0.01% 823

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

JOYN Advisors's BEN Position: Q1 2019 in Review

JOYN Advisors sold out of Franklin Resources (BEN) in Q1 2019, closing a stake of 836 shares — an estimated $25K sold.

JOYN Advisors first reported a position in BEN in Q1 2018 and held it in 4 quarters. The position peaked at $36K in Q2 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2019.

  • JOYN Advisors reported no remaining Franklin Resources position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 836 Franklin Resources shares in Q1 2019, an estimated $25K.
  • JOYN Advisors first reported a position in Franklin Resources in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Franklin Resources position peaked at $36K in Q2 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.