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Meitav Investment House’s Franklin Templeton 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Meitav Investment House sold out of Franklin Templeton (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. 557 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

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

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