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Winslow Evans & Crocker’s Franklin Resources BEN Stock Holding History

Winslow Evans & Crocker’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
-88
Closed -$4K – 1157
2019
Q1 		$4K Buy
+88
New +$2.78K ﹤0.01% 988
2015
Q4 		– Sell
-400
Closed -$14.9K – 1375
2015
Q3 		$14.9K Hold
400
– – ﹤0.01% 794
2015
Q2 		$19.6K Sell
400
-1,050
-72% -$53.9K 0.01% 766
2015
Q1 		$74.4K Hold
1,450
– – 0.02% 477
2014
Q4 		$80.3K Sell
1,450
-532
-27% -$29.4K 0.02% 457
2014
Q3 		$108K Buy
1,982
+932
+89% +$52.2K 0.03% 408
2014
Q2 		$60.7K Hold
1,050
– – 0.02% 458
2014
Q1 		$56.9K Hold
1,050
– – 0.02% 463
2013
Q4 		$61K Buy
+1,050
New +$56.6K 0.02% 480

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

Winslow Evans & Crocker's BEN Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Franklin Resources (BEN) in Q2 2019, closing a stake of 88 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in BEN in Q4 2013 and held it in 9 quarters. The position peaked at $108K in Q3 2014. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Franklin Resources position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 88 Franklin Resources shares in Q2 2019, an estimated $4K.
  • Winslow Evans & Crocker first reported a position in Franklin Resources in Q4 2013 and held it in 9 quarters.
  • Winslow Evans & Crocker's Franklin Resources position peaked at $108K in Q3 2014.
  • 567 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.