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Ariel Investments’s Franklin Resources BEN Stock Holding History

Ariel Investments’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
Q4 		– Sell
-295,853
Closed -$13.2M – 173
2017
Q3 		$13.2M Sell
295,853
-350,121
-54% -$15.3M 0.15% 101
2017
Q2 		$28.9M Sell
645,974
-312,951
-33% -$13.4M 0.34% 75
2017
Q1 		$40.4M Sell
958,925
-562,195
-37% -$23.3M 0.48% 65
2016
Q4 		$60.2M Sell
1,521,120
-296,296
-16% -$11.1M 0.71% 56
2016
Q3 		$64.6M Sell
1,817,416
-70,026
-4% -$2.48M 0.78% 47
2016
Q2 		$63M Sell
1,887,442
-11,818
-0.6% -$429K 0.79% 49
2016
Q1 		$74.2M Sell
1,899,260
-126,901
-6% -$4.49M 0.89% 47
2015
Q4 		$74.6M Buy
2,026,161
+18,187
+0.9% +$711K 0.89% 44
2015
Q3 		$74.8M Buy
2,007,974
+74,880
+4% +$3.24M 0.93% 41
2015
Q2 		$94.8M Sell
1,933,094
-3,314
-0.2% -$170K 1.07% 35
2015
Q1 		$99.4M Buy
1,936,408
+86,233
+5% +$4.58M 1.11% 34
2014
Q4 		$102M Sell
1,850,175
-8,799
-0.5% -$486K 1.18% 32
2014
Q3 		$102M Buy
1,858,974
+115,628
+7% +$6.48M 1.31% 26
2014
Q2 		$101M Buy
1,743,346
+53,840
+3% +$2.95M 1.23% 27
2014
Q1 		$91.5M Buy
1,689,506
+208,146
+14% +$11.2M 1.12% 33
2013
Q4 		$85.5M Buy
1,481,360
+28,765
+2% +$1.55M 1.05% 39
2013
Q3 		$73.4M Buy
1,452,595
+217,237
+18% +$10.5M 1.07% 42
2013
Q2 		$56M Buy
+1,235,358
New +$62.9M 0.92% 47

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ariel Investments's BEN Position: Q4 2017 in Review

Ariel Investments sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 295,853 shares — an estimated $13.2M sold.

Ariel Investments first reported a position in BEN in Q2 2013 and held it in 18 quarters. The position peaked at $102M in Q4 2014. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • Ariel Investments reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • Ariel Investments sold 295,853 Franklin Resources shares in Q4 2017, an estimated $13.2M.
  • Ariel Investments first reported a position in Franklin Resources in Q2 2013 and held it in 18 quarters.
  • Ariel Investments's Franklin Resources position peaked at $102M in Q4 2014.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on Ariel Investments's 13F filing for Q4 2017, filed 14 Feb 2018.