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Brave Asset Management’s Franklin Resources BEN Stock Holding History

Brave Asset 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
2016
Q2 		– Sell
-500
Closed -$20K – 403
2016
Q1 		$20K Hold
500
– – 0.01% 292
2015
Q4 		$18K Hold
500
– – 0.01% 301
2015
Q3 		$19K Buy
+500
New +$21.6K 0.01% 288

Other funds holding BEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brave Asset Management's BEN Position: Q2 2016 in Review

Brave Asset Management sold out of Franklin Resources (BEN) in Q2 2016, closing a stake of 500 shares — an estimated $20K sold.

Brave Asset Management first reported a position in BEN in Q3 2015 and held it in 3 quarters. The position peaked at $20K in Q1 2016. 520 funds tracked by Wall St. Rank hold BEN as of Q2 2016.

  • Brave Asset Management reported no remaining Franklin Resources position as of Q2 2016 after selling out during the quarter.
  • Brave Asset Management sold 500 Franklin Resources shares in Q2 2016, an estimated $20K.
  • Brave Asset Management first reported a position in Franklin Resources in Q3 2015 and held it in 3 quarters.
  • Brave Asset Management's Franklin Resources position peaked at $20K in Q1 2016.
  • 520 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2016.

Based on Brave Asset Management's 13F filing for Q2 2016, filed 9 Aug 2016.