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Wealthspire Advisors (Maryland)’s Franklin Resources BEN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,910
Closed -$63K – 624
2019
Q1 		$63K Sell
1,910
-33
-2% -$1.04K ﹤0.01% 807
2018
Q4 		$58K Buy
1,943
+982
+102% +$30.2K 0.01% 793
2018
Q3 		$29K Sell
961
-57
-6% -$1.84K ﹤0.01% 1162
2018
Q2 		$33K Sell
1,018
-4
-0.4% -$134 ﹤0.01% 1108
2018
Q1 		$35K Sell
1,022
-77
-7% -$3.13K ﹤0.01% 1112
2017
Q4 		$48K Buy
1,099
+145
+15% +$6.28K ﹤0.01% 1025
2017
Q3 		$42K Sell
954
-62
-6% -$2.72K ﹤0.01% 1040
2017
Q2 		$46K Buy
1,016
+266
+35% +$11.4K 0.01% 975
2017
Q1 		$32K Buy
750
+108
+17% +$4.48K ﹤0.01% 931
2016
Q4 		$25K Buy
642
+12
+2% +$449 ﹤0.01% 952
2016
Q3 		$22K Buy
630
+6
+1% +$212 ﹤0.01% 1022
2016
Q2 		$21K Hold
624
– – ﹤0.01% 980
2016
Q1 		$24K Sell
624
-40
-6% -$1.42K ﹤0.01% 895
2015
Q4 		$24K Buy
+664
New +$26K ﹤0.01% 913

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BEN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Resources (BEN) in Q2 2019, closing a stake of 1,910 shares — an estimated $63K sold.

Wealthspire Advisors (Maryland) first reported a position in BEN in Q4 2015 and held it in 14 quarters. The position peaked at $63K in Q1 2019. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Franklin Resources position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,910 Franklin Resources shares in Q2 2019, an estimated $63K.
  • Wealthspire Advisors (Maryland) first reported a position in Franklin Resources in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Franklin Resources position peaked at $63K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.