MPPLM
BEN icon

Midwest Professional Planners Ltd (MPPL)’s Franklin Templeton 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

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s BEN Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Franklin Templeton (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 Templeton position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 1,215 Franklin Templeton shares in Q3 2018, an estimated $39K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Franklin Templeton in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Franklin Templeton position peaked at $55K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2018.

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