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B. Riley Wealth Advisors’s Franklin Resources BEN Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-670
Closed -$37 – 706
2014
Q4 		$37 Buy
+670
New +$37K ﹤0.01% 2249
2014
Q3 		– Sell
-625
Closed -$36.1K – 763
2014
Q2 		$36.1K Buy
+625
New +$34.2K 0.01% 1166

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

B. Riley Wealth Advisors's BEN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Franklin Resources (BEN) in Q1 2015, closing a stake of 670 shares — an estimated $37 sold.

B. Riley Wealth Advisors first reported a position in BEN in Q2 2014 and held it in 2 quarters. The position peaked at $36.1K in Q2 2014. 607 funds tracked by Wall St. Rank hold BEN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Franklin Resources position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 670 Franklin Resources shares in Q1 2015, an estimated $37.
  • B. Riley Wealth Advisors first reported a position in Franklin Resources in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Franklin Resources position peaked at $36.1K in Q2 2014.
  • 607 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.