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Point View Wealth Management’s Franklin Resources BEN Stock Holding History

Point View Wealth Management’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
-8,658
Closed -$225K – 254
2019
Q4 		$225K Sell
8,658
-489
-5% -$13.3K 0.09% 237
2019
Q3 		$264K Sell
9,147
-491
-5% -$15K 0.12% 214
2019
Q2 		$335K Sell
9,638
-1,197
-11% -$40.7K 0.14% 184
2019
Q1 		$359K Sell
10,835
-886
-8% -$28K 0.16% 173
2018
Q4 		$348K Sell
11,721
-856
-7% -$26.3K 0.18% 165
2018
Q3 		$382K Buy
12,577
+46
+0.4% +$1.48K 0.17% 166
2018
Q2 		$402K Sell
12,531
-201
-2% -$6.73K 0.19% 158
2018
Q1 		$442K Buy
12,732
+753
+6% +$30.6K 0.21% 148
2017
Q4 		$519K Hold
11,979
– – 0.25% 136
2017
Q3 		$534K Sell
11,979
-325
-3% -$14.2K 0.26% 138
2017
Q2 		$551K Buy
12,304
+865
+8% +$37K 0.27% 130
2017
Q1 		$482K Buy
11,439
+1,494
+15% +$62K 0.25% 140
2016
Q4 		$394K Buy
9,945
+700
+8% +$26.2K 0.23% 145
2016
Q3 		$329K Sell
9,245
-240
-3% -$8.49K 0.2% 157
2016
Q2 		$317K Buy
9,485
+310
+3% +$11.3K 0.19% 157
2016
Q1 		$358K Buy
+9,175
New +$325K 0.23% 141

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Point View Wealth Management's BEN Position: Q1 2020 in Review

Point View Wealth Management sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 8,658 shares — an estimated $225K sold.

Point View Wealth Management first reported a position in BEN in Q1 2016 and held it in 16 quarters. The position peaked at $551K in Q2 2017. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Point View Wealth Management reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Point View Wealth Management sold 8,658 Franklin Resources shares in Q1 2020, an estimated $225K.
  • Point View Wealth Management first reported a position in Franklin Resources in Q1 2016 and held it in 16 quarters.
  • Point View Wealth Management's Franklin Resources position peaked at $551K in Q2 2017.
  • 479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Point View Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.