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Thomas Russo’s Franklin Templeton, Inc. BEN Stock Holding History

Thomas Russo’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
2018
Q1 		– Sell
-775
Closed -$34K – 105
2017
Q4 		$34K Buy
+775
New +$33.6K ﹤0.01% 162

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
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
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thomas Russo's BEN Position: Q1 2018 in Review

Thomas Russo sold out of Franklin Templeton, Inc. (BEN) in Q1 2018, closing a stake of 775 shares — an estimated $34K sold.

Thomas Russo first reported a position in BEN in Q4 2017 and held it in 1 quarter. The position peaked at $34K in Q4 2017. 582 funds tracked by Wall St. Rank hold BEN as of Q1 2018.

  • Thomas Russo reported no remaining Franklin Templeton, Inc. position as of Q1 2018 after selling out during the quarter.
  • Thomas Russo sold 775 Franklin Templeton, Inc. shares in Q1 2018, an estimated $34K.
  • Thomas Russo first reported a position in Franklin Templeton, Inc. in Q4 2017 and held it in 1 quarter.
  • Thomas Russo's Franklin Templeton, Inc. position peaked at $34K in Q4 2017.
  • 582 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.