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Elkhorn Investments’s Franklin Resources BEN Stock Holding History

Elkhorn Investments’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
-20,861
Closed -$826K – 110
2016
Q4 		$826K Buy
+20,861
New +$781K 0.97% 45

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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

Elkhorn Investments's BEN Position: Q1 2017 in Review

Elkhorn Investments sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 20,861 shares — an estimated $826K sold.

Elkhorn Investments first reported a position in BEN in Q4 2016 and held it in 1 quarter. The position peaked at $826K in Q4 2016. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Elkhorn Investments reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • Elkhorn Investments sold 20,861 Franklin Resources shares in Q1 2017, an estimated $826K.
  • Elkhorn Investments first reported a position in Franklin Resources in Q4 2016 and held it in 1 quarter.
  • Elkhorn Investments's Franklin Resources position peaked at $826K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.