BPM
FSB

Bowling Portfolio Management’s Franklin Financial Network, Inc. FSB Stock Holding History

Bowling Portfolio 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
2017
Q1 		– Sell
-14,752
Closed -$617K – 387
2016
Q4 		$617K Sell
14,752
-1,889
-11% -$68.7K 0.09% 198
2016
Q3 		$622K Buy
+16,641
New +$567K 0.09% 170

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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return

Bowling Portfolio Management's FSB Position: Q1 2017 in Review

Bowling Portfolio Management sold out of Franklin Financial Network, Inc. (FSB) in Q1 2017, closing a stake of 14,752 shares — an estimated $617K sold.

Bowling Portfolio Management first reported a position in FSB in Q3 2016 and held it in 2 quarters. The position peaked at $622K in Q3 2016. 104 funds tracked by Wall St. Rank hold FSB as of Q1 2017.

  • Bowling Portfolio Management reported no remaining Franklin Financial Network, Inc. position as of Q1 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 14,752 Franklin Financial Network, Inc. shares in Q1 2017, an estimated $617K.
  • Bowling Portfolio Management first reported a position in Franklin Financial Network, Inc. in Q3 2016 and held it in 2 quarters.
  • Bowling Portfolio Management's Franklin Financial Network, Inc. position peaked at $622K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2017.

Based on Bowling Portfolio Management's 13F filing for Q1 2017, filed 1 May 2017.