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Lenox Wealth Advisors’s Franklin Resources BEN Stock Holding History

Lenox Wealth 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
2020
Q1 		– Sell
-13
Closed – – 772
2019
Q4 		$0 Buy
+13
New +$353 ﹤0.01% 728
2016
Q2 		– Sell
-75
Closed -$3K – 208
2016
Q1 		$3K Hold
75
– – ﹤0.01% 212
2015
Q4 		$3K Sell
75
-48
-39% -$1.88K ﹤0.01% 272
2015
Q3 		$5K Hold
123
– – ﹤0.01% 248
2015
Q2 		$6K Hold
123
– – ﹤0.01% 191
2015
Q1 		$6K Hold
123
– – ﹤0.01% 209
2014
Q4 		$7K Hold
123
– – ﹤0.01% 193
2014
Q3 		$7K Buy
+123
New +$6.89K ﹤0.01% 197
2014
Q1 		– Sell
-141
Closed -$8K – 201
2013
Q4 		$8K Buy
+141
New +$7.6K 0.01% 185

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's BEN Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 13 shares.

Lenox Wealth Advisors first reported a position in BEN in Q4 2013 and held it in 9 quarters. The position peaked at $8K in Q4 2013. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 13 Franklin Resources shares in Q1 2020.
  • Lenox Wealth Advisors first reported a position in Franklin Resources in Q4 2013 and held it in 9 quarters.
  • Lenox Wealth Advisors's Franklin Resources position peaked at $8K in Q4 2013.
  • 479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.