tru Independence’s Franklin Templeton BEN Stock Holding History

tru Independence’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	-123	Closed	-$3K	–	730
2019 Q4	$3K	Buy	+123	New	+$3.34K	﹤0.01%	742

Other funds holding BEN

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

tru Independence's BEN Position: Q1 2020 in Review

tru Independence sold out of Franklin Templeton (BEN) in Q1 2020, closing a stake of 123 shares — an estimated $3K sold.

tru Independence first reported a position in BEN in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

tru Independence reported no remaining Franklin Templeton position as of Q1 2020 after selling out during the quarter.
tru Independence sold 123 Franklin Templeton shares in Q1 2020, an estimated $3K.
tru Independence first reported a position in Franklin Templeton in Q4 2019 and held it in 1 quarter.
tru Independence's Franklin Templeton position peaked at $3K in Q4 2019.
479 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.