tru Independence’s Franklin Resources 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 $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

tru Independence's BEN Position: Q1 2020 in Review

tru Independence sold out of Franklin Resources (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 Resources position as of Q1 2020 after selling out during the quarter.
tru Independence sold 123 Franklin Resources shares in Q1 2020, an estimated $3K.
tru Independence first reported a position in Franklin Resources in Q4 2019 and held it in 1 quarter.
tru Independence's Franklin Resources position peaked at $3K in Q4 2019.
479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

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