WA
BEN icon

WP Advisors’s Franklin Templeton BEN Stock Holding History

WP Advisors’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
-627
Closed -$20.8K – 76
2019
Q1 		$20.8K Buy
+627
New +$19.8K 0.02% 173
2018
Q4 		– Sell
-617
Closed -$19K – 83
2018
Q3 		$19K Buy
617
+4
+0.7% +$129 0.02% 186
2018
Q2 		$20K Buy
+613
New +$20.5K 0.02% 188

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WP Advisors's BEN Position: Q2 2019 in Review

WP Advisors sold out of Franklin Templeton (BEN) in Q2 2019, closing a stake of 627 shares — an estimated $20.8K sold.

WP Advisors first reported a position in BEN in Q2 2018 and held it in 3 quarters. The position peaked at $20.8K in Q1 2019. 567 funds tracked by Wall St. Rank hold BEN as of Q2 2019.

  • WP Advisors reported no remaining Franklin Templeton position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 627 Franklin Templeton shares in Q2 2019, an estimated $20.8K.
  • WP Advisors first reported a position in Franklin Templeton in Q2 2018 and held it in 3 quarters.
  • WP Advisors's Franklin Templeton position peaked at $20.8K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.