BIG
BEN icon

Bellwether Investment Group’s Franklin Resources BEN Stock Holding History

Bellwether Investment Group’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
-12,245
Closed -$485K – 782
2016
Q4 		$485K Buy
+12,245
New +$458K 0.44% 58
2016
Q2 		$85K Buy
+2,560
New +$93K 0.09% 186

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

Bellwether Investment Group's BEN Position: Q1 2017 in Review

Bellwether Investment Group sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 12,245 shares — an estimated $485K sold.

Bellwether Investment Group first reported a position in BEN in Q2 2016 and held it in 2 quarters. The position peaked at $485K in Q4 2016. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Bellwether Investment Group reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 12,245 Franklin Resources shares in Q1 2017, an estimated $485K.
  • Bellwether Investment Group first reported a position in Franklin Resources in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Franklin Resources position peaked at $485K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.