NEXT Financial Holdings’s Franklin Resources BEN Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$178K	Buy	+5,383	New	+$170K	0.05%	389

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

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

NEXT Financial Holdings's BEN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Franklin Resources (BEN) in Q1 2019: 5,383 shares worth $178K. The stake represents 0.05% of the portfolio and ranks #389 among its holdings.

556 funds tracked by Wall St. Rank hold BEN as of Q1 2019.

NEXT Financial Holdings held 5,383 shares of Franklin Resources worth $178K as of Q1 2019.
Franklin Resources was a new NEXT Financial Holdings position in Q1 2019.
Franklin Resources made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #389 holding.
556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.