DCM
FSB

Daruma Capital Management’s Franklin Financial Network, Inc. FSB Stock Holding History

Daruma Capital Management’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-47,864
Closed -$1.63M – 63
2017
Q4 		$1.63M Buy
47,864
+6,148
+15% +$210K 0.1% 49
2017
Q3 		$1.49M Buy
41,716
+5,134
+14% +$181K 0.09% 56
2017
Q2 		$1.51M Buy
36,582
+4,119
+13% +$166K 0.09% 56
2017
Q1 		$1.26M Buy
+32,463
New +$1.26M 0.07% 63

Other funds holding FSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Daruma Capital Management's FSB Position: Q1 2018 in Review

Daruma Capital Management sold out of Franklin Financial Network, Inc. (FSB) in Q1 2018, closing a stake of 47,864 shares — an estimated $1.63M sold.

Daruma Capital Management first reported a position in FSB in Q1 2017 and held it in 4 quarters. The position peaked at $1.63M in Q4 2017. 98 funds tracked by Wall St. Rank hold FSB as of Q1 2018.

  • Daruma Capital Management reported no remaining Franklin Financial Network, Inc. position as of Q1 2018 after selling out during the quarter.
  • Daruma Capital Management sold 47,864 Franklin Financial Network, Inc. shares in Q1 2018, an estimated $1.63M.
  • Daruma Capital Management first reported a position in Franklin Financial Network, Inc. in Q1 2017 and held it in 4 quarters.
  • Daruma Capital Management's Franklin Financial Network, Inc. position peaked at $1.63M in Q4 2017.
  • 98 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2018.

Based on Daruma Capital Management's 13F filing for Q1 2018, filed 15 May 2018.