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Wilbanks Smith & Thomas Asset Management’s Franklin Templeton BEN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-5,500
Closed -$167K – 448
2018
Q3 		$167K Buy
+5,500
New +$177K 0.01% 429

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ACM
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KP
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BEN Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Franklin Templeton (BEN) in Q4 2018, closing a stake of 5,500 shares — an estimated $167K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BEN in Q3 2018 and held it in 1 quarter. The position peaked at $167K in Q3 2018. 557 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Franklin Templeton position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 5,500 Franklin Templeton shares in Q4 2018, an estimated $167K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Franklin Templeton in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Franklin Templeton position peaked at $167K in Q3 2018.
  • 557 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.