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YorkBridge Wealth Partners’s Franklin Templeton 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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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
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Franklin Templeton (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 Templeton position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 92 Franklin Templeton shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Franklin Templeton in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Franklin Templeton position peaked at $4K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2018.

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