WealthStone’s Franklin Templeton BEN Stock Holding History

WealthStone’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 Q3	–	Sell	-14	Closed	-$487	–	118
2019 Q2	$487	Buy	+14	New	+$476	﹤0.01%	898

Other funds holding BEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

WealthStone's BEN Position: Q3 2019 in Review

WealthStone sold out of Franklin Templeton (BEN) in Q3 2019, closing a stake of 14 shares — an estimated $487 sold.

WealthStone first reported a position in BEN in Q2 2019 and held it in 1 quarter. The position peaked at $487 in Q2 2019. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

WealthStone reported no remaining Franklin Templeton position as of Q3 2019 after selling out during the quarter.
WealthStone sold 14 Franklin Templeton shares in Q3 2019, an estimated $487.
WealthStone first reported a position in Franklin Templeton in Q2 2019 and held it in 1 quarter.
WealthStone's Franklin Templeton position peaked at $487 in Q2 2019.
528 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.