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Calvert Investment Management’s Franklin Resources BEN Stock Holding History

Calvert Investment 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
Q1 		– Sell
-23,614
Closed -$935K – 81
2016
Q4 		$935K Sell
23,614
-3,689
-14% -$138K 0.04% 392
2016
Q3 		$971K Sell
27,303
-308
-1% -$10.9K 0.04% 387
2016
Q2 		$921K Sell
27,611
-1,204
-4% -$43.7K 0.04% 364
2016
Q1 		$1.13M Buy
28,815
+392
+1% +$13.9K 0.05% 303
2015
Q4 		$1.05M Buy
28,423
+8,121
+40% +$318K 0.05% 296
2015
Q3 		$756K Buy
20,302
+1,100
+6% +$47.6K 0.04% 274
2015
Q2 		$941K Buy
19,202
+2,012
+12% +$103K 0.04% 251
2015
Q1 		$882K Buy
17,190
+1,583
+10% +$84K 0.06% 244
2014
Q4 		$864K Buy
15,607
+1,138
+8% +$62.9K 0.06% 243
2014
Q3 		$790K Buy
14,469
+10,616
+276% +$595K 0.06% 244
2014
Q2 		$223K Hold
3,853
– – 0.02% 325
2014
Q1 		$209K Sell
3,853
-56
-1% -$3.01K 0.01% 330
2013
Q4 		$226K Buy
+3,909
New +$211K 0.02% 314

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

Calvert Investment Management's BEN Position: Q1 2017 in Review

Calvert Investment Management sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 23,614 shares — an estimated $935K sold.

Calvert Investment Management first reported a position in BEN in Q4 2013 and held it in 13 quarters. The position peaked at $1.13M in Q1 2016. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Calvert Investment Management reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 23,614 Franklin Resources shares in Q1 2017, an estimated $935K.
  • Calvert Investment Management first reported a position in Franklin Resources in Q4 2013 and held it in 13 quarters.
  • Calvert Investment Management's Franklin Resources position peaked at $1.13M in Q1 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.