McAdam LLC’s Franklin Resources BEN Stock Holding History

McAdam LLC’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	-60	Closed	-$2K	–	646
2018 Q1	$2K	Buy	+60	New	+$2.44K	﹤0.01%	511

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McAdam LLC's BEN Position: Q2 2018 in Review

McAdam LLC sold out of Franklin Resources (BEN) in Q2 2018, closing a stake of 60 shares — an estimated $2K sold.

McAdam LLC first reported a position in BEN in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 569 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

McAdam LLC reported no remaining Franklin Resources position as of Q2 2018 after selling out during the quarter.
McAdam LLC sold 60 Franklin Resources shares in Q2 2018, an estimated $2K.
McAdam LLC first reported a position in Franklin Resources in Q1 2018 and held it in 1 quarter.
McAdam LLC's Franklin Resources position peaked at $2K in Q1 2018.
569 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2018.

Based on McAdam LLC's 13F filing for Q2 2018, filed 22 Aug 2018.