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Kaizen Advisory’s Franklin Templeton BEN Stock Holding History

Kaizen Advisory’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
Q4 		$22K Sell
742
-120
-14% -$3.69K 0.02% 495
2018
Q3 		$26K Hold
862
– – 0.01% 474
2018
Q2 		$28K Buy
862
+554
+180% +$18.6K 0.01% 452
2018
Q1 		$11K Hold
308
– – 0.01% 454
2017
Q4 		$13K Buy
+308
New +$13.3K 0.01% 410

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kaizen Advisory's BEN Position: Q4 2018 in Review

Kaizen Advisory reduced its Franklin Templeton (BEN) stake by 14% in Q4 2018, selling an estimated $3.69K and leaving 742 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #495.

Kaizen Advisory first reported a position in BEN in Q4 2017 and has held it in 5 quarters since. The position peaked at $28K in Q2 2018. 557 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

  • Kaizen Advisory held 742 shares of Franklin Templeton worth $22K as of Q4 2018.
  • Kaizen Advisory sold 120 Franklin Templeton shares in Q4 2018, an estimated $3.69K.
  • Franklin Templeton made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #495 holding.
  • Kaizen Advisory first reported a position in Franklin Templeton in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Franklin Templeton position peaked at $28K in Q2 2018.
  • 557 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.