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Barometer Capital Management’s Franklin Resources BEN Stock Holding History

Barometer Capital 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
-16,400
Closed -$735K – 155
2017
Q2 		$735K Buy
+16,400
New +$701K 0.07% 124

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State Street
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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

Barometer Capital Management's BEN Position: Q3 2017 in Review

Barometer Capital Management sold out of Franklin Resources (BEN) in Q3 2017, closing a stake of 16,400 shares — an estimated $735K sold.

Barometer Capital Management first reported a position in BEN in Q2 2017 and held it in 1 quarter. The position peaked at $735K in Q2 2017. 554 funds tracked by Wall St. Rank hold BEN as of Q3 2017.

  • Barometer Capital Management reported no remaining Franklin Resources position as of Q3 2017 after selling out during the quarter.
  • Barometer Capital Management sold 16,400 Franklin Resources shares in Q3 2017, an estimated $735K.
  • Barometer Capital Management first reported a position in Franklin Resources in Q2 2017 and held it in 1 quarter.
  • Barometer Capital Management's Franklin Resources position peaked at $735K in Q2 2017.
  • 554 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2017.

Based on Barometer Capital Management's 13F filing for Q3 2017, filed 19 Oct 2017.