Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PCP
Proficio Capital Partners’s
Franklin Resources
BEN
Stock Holding History
Proficio Capital Partners’s Portfolio
BEN Stock Details
BEN Fund Activity
Bought
Maintained
Sold
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
KP
Kiltearn Partners
Edinburgh, United Kingdom
$372M AUM
18.16%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
APG Asset Management
Amsterdam, Netherlands
$31.6B AUM
19.33%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close