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Crestwood Advisors Group’s Franklin Templeton BEN Stock Holding History

Crestwood Advisors 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
Q2 		– Sell
-150
Closed -$6K – 185
2017
Q1 		$6K Buy
+150
New +$6.22K ﹤0.01% 457

Other funds holding BEN

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HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crestwood Advisors Group's BEN Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Franklin Templeton (BEN) in Q2 2017, closing a stake of 150 shares — an estimated $6K sold.

Crestwood Advisors Group first reported a position in BEN in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 569 funds tracked by Wall St. Rank hold BEN as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Franklin Templeton position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 150 Franklin Templeton shares in Q2 2017, an estimated $6K.
  • Crestwood Advisors Group first reported a position in Franklin Templeton in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Franklin Templeton position peaked at $6K in Q1 2017.
  • 569 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.