Kore Private Wealth’s Franklin Resources 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 $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Kore Private Wealth sold out of Franklin Resources (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. 483 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

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

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