Franklin Resources
EQY

Franklin Resources’s Equity One EQY Stock Holding History

Franklin Resources’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-533,000
Closed -$16.3M – 1544
2016
Q3 		$16.3M Buy
533,000
+75,600
+17% +$2.39M 0.01% 859
2016
Q2 		$14.7M Buy
457,400
+111,500
+32% +$3.26M 0.01% 887
2016
Q1 		$9.91M Buy
345,900
+215,900
+166% +$5.93M 0.01% 987
2015
Q4 		$3.53M Buy
+130,000
New +$3.43M ﹤0.01% 1194

Other funds holding EQY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources's EQY Position: Q4 2016 in Review

Franklin Resources sold out of Equity One (EQY) in Q4 2016, closing a stake of 533,000 shares — an estimated $16.3M sold.

Franklin Resources first reported a position in EQY in Q4 2015 and held it in 4 quarters. The position peaked at $16.3M in Q3 2016. 213 funds tracked by Wall St. Rank hold EQY as of Q4 2016.

  • Franklin Resources reported no remaining Equity One position as of Q4 2016 after selling out during the quarter.
  • Franklin Resources sold 533,000 Equity One shares in Q4 2016, an estimated $16.3M.
  • Franklin Resources first reported a position in Equity One in Q4 2015 and held it in 4 quarters.
  • Franklin Resources's Equity One position peaked at $16.3M in Q3 2016.
  • 213 funds tracked by Wall St. Rank held Equity One as of Q4 2016.

Based on Franklin Resources's 13F filing for Q4 2016, filed 14 Feb 2017.