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Acrospire Investment Management’s Franklin Resources BEN Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,600
Closed -$72K – 164
2017
Q2 		$72K Buy
1,600
+1,500
+1,500% +$64.1K 0.07% 495
2017
Q1 		$4K Sell
100
-800
-89% -$33.2K ﹤0.01% 2037
2016
Q4 		$36K Buy
+900
New +$33.7K 0.01% 1556

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acrospire Investment Management's BEN Position: Q3 2017 in Review

Acrospire Investment Management sold out of Franklin Resources (BEN) in Q3 2017, closing a stake of 1,600 shares — an estimated $72K sold.

Acrospire Investment Management first reported a position in BEN in Q4 2016 and held it in 3 quarters. The position peaked at $72K in Q2 2017. 554 funds tracked by Wall St. Rank hold BEN as of Q3 2017.

  • Acrospire Investment Management reported no remaining Franklin Resources position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,600 Franklin Resources shares in Q3 2017, an estimated $72K.
  • Acrospire Investment Management first reported a position in Franklin Resources in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Franklin Resources position peaked at $72K in Q2 2017.
  • 554 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.