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Litman Gregory Wealth Management’s Franklin Resources 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

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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 $1.61T AUM 30.72% 1-Year Est. Return

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

Litman Gregory Wealth Management sold out of Franklin Resources (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. 569 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

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

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