Rikoon Group’s Franklin Resources BEN Stock Holding History

Rikoon Group’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	-9,300	Closed	-$244K	–	189
2019 Q4	$244K	Buy	+9,300	New	+$253K	0.08%	185

Other funds holding BEN

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rikoon Group's BEN Position: Q1 2020 in Review

Rikoon Group sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 9,300 shares — an estimated $244K sold.

Rikoon Group first reported a position in BEN in Q4 2019 and held it in 1 quarter. The position peaked at $244K in Q4 2019. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

Rikoon Group reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
Rikoon Group sold 9,300 Franklin Resources shares in Q1 2020, an estimated $244K.
Rikoon Group first reported a position in Franklin Resources in Q4 2019 and held it in 1 quarter.
Rikoon Group's Franklin Resources position peaked at $244K in Q4 2019.
479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Rikoon Group's 13F filing for Q1 2020, filed 30 Apr 2020.