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Proffitt & Goodson’s Franklin Resources BEN Stock Holding History

Proffitt & Goodson’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
Q4 		– Sell
-75
Closed -$2K – 214
2019
Q3 		$2K Hold
75
– – ﹤0.01% 195
2019
Q2 		$3K Hold
75
– – ﹤0.01% 171
2019
Q1 		$2K Hold
75
– – ﹤0.01% 183
2018
Q4 		$2K Hold
75
– – ﹤0.01% 155
2018
Q3 		$2K Buy
+75
New +$2.42K ﹤0.01% 144

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Proffitt & Goodson's BEN Position: Q4 2019 in Review

Proffitt & Goodson sold out of Franklin Resources (BEN) in Q4 2019, closing a stake of 75 shares — an estimated $2K sold.

Proffitt & Goodson first reported a position in BEN in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2019.

  • Proffitt & Goodson reported no remaining Franklin Resources position as of Q4 2019 after selling out during the quarter.
  • Proffitt & Goodson sold 75 Franklin Resources shares in Q4 2019, an estimated $2K.
  • Proffitt & Goodson first reported a position in Franklin Resources in Q3 2018 and held it in 5 quarters.
  • Proffitt & Goodson's Franklin Resources position peaked at $3K in Q2 2019.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2019.

Based on Proffitt & Goodson's 13F filing for Q4 2019, filed 29 Jan 2020.