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Wedbush Securities’s Franklin Resources BEN Stock Holding History

Wedbush Securities’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
-13,505
Closed -$470K – 983
2019
Q2 		$470K Buy
13,505
+400
+3% +$13.6K 0.05% 459
2019
Q1 		$434K Buy
13,105
+1,328
+11% +$41.9K 0.05% 460
2018
Q4 		$349K Buy
+11,777
New +$362K 0.04% 477
2017
Q4 		– Sell
-9,327
Closed -$415K – 860
2017
Q3 		$415K Sell
9,327
-3,406
-27% -$149K 0.05% 450
2017
Q2 		$570K Sell
12,733
-4,690
-27% -$200K 0.07% 338
2017
Q1 		$734K Buy
17,423
+1,691
+11% +$70.2K 0.1% 245
2016
Q4 		$623K Buy
15,732
+790
+5% +$29.6K 0.09% 267
2016
Q3 		$531K Sell
14,942
-859
-5% -$30.4K 0.08% 302
2016
Q2 		$527K Sell
15,801
-15,423
-49% -$560K 0.09% 271
2016
Q1 		$1.22M Sell
31,224
-296
-0.9% -$10.5K 0.21% 105
2015
Q4 		$1.16M Sell
31,520
-73
-0.2% -$2.85K 0.21% 103
2015
Q3 		$1.18M Buy
+31,593
New +$1.37M 0.24% 95

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wedbush Securities's BEN Position: Q3 2019 in Review

Wedbush Securities sold out of Franklin Resources (BEN) in Q3 2019, closing a stake of 13,505 shares — an estimated $470K sold.

Wedbush Securities first reported a position in BEN in Q3 2015 and held it in 12 quarters. The position peaked at $1.22M in Q1 2016. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

  • Wedbush Securities reported no remaining Franklin Resources position as of Q3 2019 after selling out during the quarter.
  • Wedbush Securities sold 13,505 Franklin Resources shares in Q3 2019, an estimated $470K.
  • Wedbush Securities first reported a position in Franklin Resources in Q3 2015 and held it in 12 quarters.
  • Wedbush Securities's Franklin Resources position peaked at $1.22M in Q1 2016.
  • 527 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2019.

Based on Wedbush Securities's 13F filing for Q3 2019, filed 17 Oct 2019.