Kore Private Wealth’s Franklin Templeton BEN Stock Holding History

Kore Private Wealth’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 Q2	–	Sell	-569	Closed	-$9K	–	1159
2020 Q1	$9K	Buy	+569	New	+$13.1K	﹤0.01%	702

Other funds holding BEN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Kore Private Wealth's BEN Position: Q2 2020 in Review

Kore Private Wealth sold out of Franklin Templeton (BEN) in Q2 2020, closing a stake of 569 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in BEN in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 484 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

Kore Private Wealth reported no remaining Franklin Templeton position as of Q2 2020 after selling out during the quarter.
Kore Private Wealth sold 569 Franklin Templeton shares in Q2 2020, an estimated $9K.
Kore Private Wealth first reported a position in Franklin Templeton in Q1 2020 and held it in 1 quarter.
Kore Private Wealth's Franklin Templeton position peaked at $9K in Q1 2020.
484 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.