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Zeke Capital Advisors’s Franklin Resources BEN Stock Holding History

Zeke Capital 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
Q4 		– Sell
-37,378
Closed -$1.08M – 544
2019
Q3 		$1.08M Buy
+37,378
New +$1.14M 0.1% 173
2018
Q4 		– Sell
-11,357
Closed -$345K – 543
2018
Q3 		$345K Buy
+11,357
New +$366K 0.03% 489
2017
Q4 		– Sell
-7,175
Closed -$319K – 574
2017
Q3 		$319K Buy
+7,175
New +$314K 0.04% 314

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zeke Capital Advisors's BEN Position: Q4 2019 in Review

Zeke Capital Advisors sold out of Franklin Resources (BEN) in Q4 2019, closing a stake of 37,378 shares — an estimated $1.08M sold.

Zeke Capital Advisors first reported a position in BEN in Q3 2017 and held it in 3 quarters. The position peaked at $1.08M in Q3 2019. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2019.

  • Zeke Capital Advisors reported no remaining Franklin Resources position as of Q4 2019 after selling out during the quarter.
  • Zeke Capital Advisors sold 37,378 Franklin Resources shares in Q4 2019, an estimated $1.08M.
  • Zeke Capital Advisors first reported a position in Franklin Resources in Q3 2017 and held it in 3 quarters.
  • Zeke Capital Advisors's Franklin Resources position peaked at $1.08M in Q3 2019.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2019.

Based on Zeke Capital Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.