Proficio Capital Partners’s Franklin Templeton BEN Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-215	Closed	-$7K	–	291
2019 Q2	$7K	Sell	215 -16	-7%	-$544	﹤0.01%	1063
2019 Q1	$8K	Hold	231	–	–	﹤0.01%	937
2018 Q4	$7K	Buy	+231	New	+$7.1K	﹤0.01%	794
2018 Q2	–	Sell	-7	Closed	–	–	1283
2018 Q1	$0	Sell	7 -6	-46%	-$244	﹤0.01%	1284
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	1155
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	1143
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	1144
2017 Q1	$1K	Buy	+13	New	+$539	﹤0.01%	1192
2016 Q2	–	Sell	-100	Closed	-$4K	–	1022
2016 Q1	$4K	Buy	100 +65	+186%	+$2.3K	﹤0.01%	543
2015 Q4	$1K	Buy	+35	New	+$1.37K	﹤0.01%	751

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Proficio Capital Partners's BEN Position: Q3 2019 in Review

Proficio Capital Partners sold out of Franklin Templeton (BEN) in Q3 2019, closing a stake of 215 shares — an estimated $7K sold.

Proficio Capital Partners first reported a position in BEN in Q4 2015 and held it in 10 quarters. The position peaked at $8K in Q1 2019. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

Proficio Capital Partners reported no remaining Franklin Templeton position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 215 Franklin Templeton shares in Q3 2019, an estimated $7K.
Proficio Capital Partners first reported a position in Franklin Templeton in Q4 2015 and held it in 10 quarters.
Proficio Capital Partners's Franklin Templeton position peaked at $8K in Q1 2019.
528 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.