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Midwest Professional Planners Ltd (MPPL)’s Franklin Resources BEN Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q3 		– Sell
-1,215
Closed -$39K – 109
2018
Q2 		$39K Sell
1,215
-120
-9% -$4.02K 0.03% 158
2018
Q1 		$46K Buy
1,335
+57
+4% +$2.32K 0.04% 144
2017
Q4 		$55K Buy
+1,278
New +$55.3K 0.05% 140

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State Street
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ACM
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
KP
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FMI
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Midwest Professional Planners Ltd (MPPL)'s BEN Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Franklin Resources (BEN) in Q3 2018, closing a stake of 1,215 shares — an estimated $39K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in BEN in Q4 2017 and held it in 3 quarters. The position peaked at $55K in Q4 2017. 548 funds tracked by Wall St. Rank hold BEN as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Franklin Resources position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 1,215 Franklin Resources shares in Q3 2018, an estimated $39K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Franklin Resources in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Franklin Resources position peaked at $55K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.