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Meitav Investment House’s Franklin Resources BEN Stock Holding History

Meitav Investment House’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
Q4 		– Sell
-17,524
Closed -$533K – 350
2018
Q3 		$533K Sell
17,524
-5,971
-25% -$192K 0.03% 308
2018
Q2 		$753K Buy
23,495
+1,877
+9% +$62.9K 0.03% 275
2018
Q1 		$750K Buy
+21,618
New +$879K 0.04% 229

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meitav Investment House's BEN Position: Q4 2018 in Review

Meitav Investment House sold out of Franklin Resources (BEN) in Q4 2018, closing a stake of 17,524 shares — an estimated $533K sold.

Meitav Investment House first reported a position in BEN in Q1 2018 and held it in 3 quarters. The position peaked at $753K in Q2 2018. 556 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

  • Meitav Investment House reported no remaining Franklin Resources position as of Q4 2018 after selling out during the quarter.
  • Meitav Investment House sold 17,524 Franklin Resources shares in Q4 2018, an estimated $533K.
  • Meitav Investment House first reported a position in Franklin Resources in Q1 2018 and held it in 3 quarters.
  • Meitav Investment House's Franklin Resources position peaked at $753K in Q2 2018.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2018.

Based on Meitav Investment House's 13F filing for Q4 2018, filed 13 Feb 2019.