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YorkBridge Wealth Partners’s Franklin Resources BEN Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-92
Closed -$3K – 755
2018
Q2 		$3K Hold
92
– – ﹤0.01% 723
2018
Q1 		$3K Hold
92
– – ﹤0.01% 711
2017
Q4 		$4K Hold
92
– – ﹤0.01% 718
2017
Q3 		$4K Hold
92
– – ﹤0.01% 720
2017
Q2 		$4K Hold
92
– – ﹤0.01% 717
2017
Q1 		$4K Hold
92
– – ﹤0.01% 702
2016
Q4 		$4K Buy
+92
New +$3.44K ﹤0.01% 691

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ACM
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KP
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FMI
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YorkBridge Wealth Partners's BEN Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Franklin Resources (BEN) in Q3 2018, closing a stake of 92 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in BEN in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 548 funds tracked by Wall St. Rank hold BEN as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Franklin Resources position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 92 Franklin Resources shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Franklin Resources in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Franklin Resources position peaked at $4K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.