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Legacy Financial Advisors’s Franklin Resources BEN Stock Holding History

Legacy Financial 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
Q3 		– Sell
-14,898
Closed -$518K – 114
2019
Q2 		$518K Sell
14,898
-237
-2% -$8.06K 0.18% 58
2019
Q1 		$502K Buy
15,135
+295
+2% +$9.31K 0.17% 57
2018
Q4 		$440K Sell
14,840
-300
-2% -$9.22K 0.17% 57
2018
Q3 		$460K Buy
+15,140
New +$488K 0.17% 54
2018
Q1 		– Sell
-58
Closed -$2K – 819
2017
Q4 		$2K Buy
+58
New +$2.51K ﹤0.01% 726

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Legacy Financial Advisors's BEN Position: Q3 2019 in Review

Legacy Financial Advisors sold out of Franklin Resources (BEN) in Q3 2019, closing a stake of 14,898 shares — an estimated $518K sold.

Legacy Financial Advisors first reported a position in BEN in Q4 2017 and held it in 5 quarters. The position peaked at $518K in Q2 2019. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

  • Legacy Financial Advisors reported no remaining Franklin Resources position as of Q3 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 14,898 Franklin Resources shares in Q3 2019, an estimated $518K.
  • Legacy Financial Advisors first reported a position in Franklin Resources in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Franklin Resources position peaked at $518K in Q2 2019.
  • 527 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2019.

Based on Legacy Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.