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Atwood & Palmer’s Franklin Resources BEN Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-81
Closed -$3K – 297
2016
Q4 		$3K Hold
81
– – ﹤0.01% 303
2016
Q3 		$3K Buy
+81
New +$2.87K ﹤0.01% 300

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atwood & Palmer's BEN Position: Q1 2017 in Review

Atwood & Palmer sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 81 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in BEN in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Atwood & Palmer reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • Atwood & Palmer sold 81 Franklin Resources shares in Q1 2017, an estimated $3K.
  • Atwood & Palmer first reported a position in Franklin Resources in Q3 2016 and held it in 2 quarters.
  • Atwood & Palmer's Franklin Resources position peaked at $3K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.