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Liberty Wealth Management’s Franklin Resources BEN Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-30
Closed – – 908
2019
Q3 		$0 Sell
30
-1,104
-97% -$33.7K ﹤0.01% 873
2019
Q2 		$39K Buy
1,134
+1,104
+3,680% +$37.5K 0.03% 285
2019
Q1 		$0 Sell
30
-130
-81% -$4.11K ﹤0.01% 739
2018
Q4 		$4K Buy
+160
New +$4.92K ﹤0.01% 573

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's BEN Position: Q4 2019 in Review

Liberty Wealth Management sold out of Franklin Resources (BEN) in Q4 2019, closing a stake of 30 shares.

Liberty Wealth Management first reported a position in BEN in Q4 2018 and held it in 4 quarters. The position peaked at $39K in Q2 2019. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2019.

  • Liberty Wealth Management reported no remaining Franklin Resources position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 30 Franklin Resources shares in Q4 2019.
  • Liberty Wealth Management first reported a position in Franklin Resources in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Franklin Resources position peaked at $39K in Q2 2019.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.