AIM
FSB

Assured Investment Management’s Franklin Financial Network, Inc. FSB Stock Holding History

Assured Investment Management’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,253
Closed -$218K – 1437
2018
Q4 		$218K Buy
+8,253
New +$273K 0.01% 867

Other funds holding FSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Assured Investment Management's FSB Position: Q1 2019 in Review

Assured Investment Management sold out of Franklin Financial Network, Inc. (FSB) in Q1 2019, closing a stake of 8,253 shares — an estimated $218K sold.

Assured Investment Management first reported a position in FSB in Q4 2018 and held it in 1 quarter. The position peaked at $218K in Q4 2018. 128 funds tracked by Wall St. Rank hold FSB as of Q1 2019.

  • Assured Investment Management reported no remaining Franklin Financial Network, Inc. position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 8,253 Franklin Financial Network, Inc. shares in Q1 2019, an estimated $218K.
  • Assured Investment Management first reported a position in Franklin Financial Network, Inc. in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's Franklin Financial Network, Inc. position peaked at $218K in Q4 2018.
  • 128 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.