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USCA RIA’s Franklin Templeton BEN Stock Holding History

USCA RIA’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
2017
Q4 		– Sell
-32,557
Closed -$1.46M – 433
2017
Q3 		$1.46M Hold
32,557
– – 0.19% 154
2017
Q2 		$1.46M Sell
32,557
-558
-2% -$23.8K 0.19% 155
2017
Q1 		$1.4M Buy
+33,115
New +$1.37M 0.2% 149

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
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

USCA RIA's BEN Position: Q4 2017 in Review

USCA RIA sold out of Franklin Templeton (BEN) in Q4 2017, closing a stake of 32,557 shares — an estimated $1.46M sold.

USCA RIA first reported a position in BEN in Q1 2017 and held it in 3 quarters. The position peaked at $1.46M in Q3 2017. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • USCA RIA reported no remaining Franklin Templeton position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 32,557 Franklin Templeton shares in Q4 2017, an estimated $1.46M.
  • USCA RIA first reported a position in Franklin Templeton in Q1 2017 and held it in 3 quarters.
  • USCA RIA's Franklin Templeton position peaked at $1.46M in Q3 2017.
  • 611 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.