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Litman Gregory Wealth Management’s Franklin Templeton BEN Stock Holding History

Litman Gregory 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
2018
Q2 		– Sell
-1,290
Closed -$45K – 103
2018
Q1 		$45K Buy
+1,290
New +$52.5K 0.02% 98

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Litman Gregory Wealth Management's BEN Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Franklin Templeton (BEN) in Q2 2018, closing a stake of 1,290 shares — an estimated $45K sold.

Litman Gregory Wealth Management first reported a position in BEN in Q1 2018 and held it in 1 quarter. The position peaked at $45K in Q1 2018. 570 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Franklin Templeton position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,290 Franklin Templeton shares in Q2 2018, an estimated $45K.
  • Litman Gregory Wealth Management first reported a position in Franklin Templeton in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Franklin Templeton position peaked at $45K in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.