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Crestwood Advisors Group’s Franklin Resources 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

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ACM
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KP
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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

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

Crestwood Advisors Group sold out of Franklin Resources (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 Resources position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 150 Franklin Resources shares in Q2 2017, an estimated $6K.
  • Crestwood Advisors Group first reported a position in Franklin Resources in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Franklin Resources position peaked at $6K in Q1 2017.
  • 569 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2017.

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