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ETrade Capital Management’s Franklin Resources BEN Stock Holding History

ETrade Capital Management’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
Q4 		– Sell
-8,295
Closed -$369K – 736
2017
Q3 		$369K Buy
8,295
+1,409
+20% +$61.7K 0.01% 544
2017
Q2 		$308K Buy
+6,886
New +$294K 0.01% 563

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HCM
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KP
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Morgan Stanley
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Ameriprise
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ETrade Capital Management's BEN Position: Q4 2017 in Review

ETrade Capital Management sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 8,295 shares — an estimated $369K sold.

ETrade Capital Management first reported a position in BEN in Q2 2017 and held it in 2 quarters. The position peaked at $369K in Q3 2017. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • ETrade Capital Management reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • ETrade Capital Management sold 8,295 Franklin Resources shares in Q4 2017, an estimated $369K.
  • ETrade Capital Management first reported a position in Franklin Resources in Q2 2017 and held it in 2 quarters.
  • ETrade Capital Management's Franklin Resources position peaked at $369K in Q3 2017.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on ETrade Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.