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Checchi Capital Advisers’s Franklin Resources BEN Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-3,330
Closed -$111K – 478
2016
Q2 		$111K Sell
3,330
-322
-9% -$11.7K 0.01% 538
2016
Q1 		$143K Buy
+3,652
New +$129K 0.03% 442

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Checchi Capital Advisers's BEN Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Franklin Resources (BEN) in Q3 2016, closing a stake of 3,330 shares — an estimated $111K sold.

Checchi Capital Advisers first reported a position in BEN in Q1 2016 and held it in 2 quarters. The position peaked at $143K in Q1 2016. 515 funds tracked by Wall St. Rank hold BEN as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Franklin Resources position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 3,330 Franklin Resources shares in Q3 2016, an estimated $111K.
  • Checchi Capital Advisers first reported a position in Franklin Resources in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Franklin Resources position peaked at $143K in Q1 2016.
  • 515 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.