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Simon Quick Advisors’s Franklin Resources BEN Stock Holding History

Simon Quick Advisors’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
-106
Closed -$3K – 495
2019
Q4 		$3K Buy
+106
New +$2.88K ﹤0.01% 532
2017
Q2 		– Sell
-153
Closed -$6K – 302
2017
Q1 		$6K Hold
153
– – ﹤0.01% 277
2016
Q4 		$6K Buy
+153
New +$5.73K ﹤0.01% 208

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

Simon Quick Advisors's BEN Position: Q1 2020 in Review

Simon Quick Advisors sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 106 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in BEN in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q1 2017. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Simon Quick Advisors reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 106 Franklin Resources shares in Q1 2020, an estimated $3K.
  • Simon Quick Advisors first reported a position in Franklin Resources in Q4 2016 and held it in 3 quarters.
  • Simon Quick Advisors's Franklin Resources position peaked at $6K in Q1 2017.
  • 479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.