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Delphi Private Advisors’s Franklin Resources BEN Stock Holding History

Delphi Private Advisors’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
-6
Closed – – 119
2016
Q4 		$0 Hold
6
– – ﹤0.01% 283
2016
Q3 		$0 Hold
6
– – ﹤0.01% 463
2016
Q2 		$0 Hold
6
– – ﹤0.01% 493
2016
Q1 		$0 Sell
6
-123
-95% -$4.35K ﹤0.01% 324
2015
Q4 		$5K Buy
+129
New +$5.04K 0.01% 196

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

Delphi Private Advisors's BEN Position: Q1 2017 in Review

Delphi Private Advisors sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 6 shares.

Delphi Private Advisors first reported a position in BEN in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2015. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Delphi Private Advisors reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 6 Franklin Resources shares in Q1 2017.
  • Delphi Private Advisors first reported a position in Franklin Resources in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Franklin Resources position peaked at $5K in Q4 2015.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.