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Pacific Center for Financial Services’s Franklin Resources BEN Stock Holding History

Pacific Center for Financial Services’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
2020
Q1 		– Sell
-33,054
Closed -$859K – 294
2019
Q4 		$859K Hold
33,054
– – 0.38% 21
2019
Q3 		$954K Hold
33,054
– – 0.47% 20
2019
Q2 		$1.15M Buy
+33,054
New +$1.12M 0.59% 18

Other funds holding BEN

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Center for Financial Services's BEN Position: Q1 2020 in Review

Pacific Center for Financial Services sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 33,054 shares — an estimated $859K sold.

Pacific Center for Financial Services first reported a position in BEN in Q2 2019 and held it in 3 quarters. The position peaked at $1.15M in Q2 2019. 480 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Pacific Center for Financial Services reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Pacific Center for Financial Services sold 33,054 Franklin Resources shares in Q1 2020, an estimated $859K.
  • Pacific Center for Financial Services first reported a position in Franklin Resources in Q2 2019 and held it in 3 quarters.
  • Pacific Center for Financial Services's Franklin Resources position peaked at $1.15M in Q2 2019.
  • 480 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Pacific Center for Financial Services's 13F filing for Q1 2020, filed 15 May 2020.