Frontier Investment Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-7,090
Closed -$307K 231
2017
Q4
$307K Hold
7,090
0.03% 180
2017
Q3
$316K Sell
7,090
-900
-11% -$39.4K 0.03% 176
2017
Q2
$358K Buy
+7,990
New +$341K 0.03% 169

Other funds holding BEN

Frontier Investment Management's BEN Position: Q1 2018 in Review

Frontier Investment Management sold out of Franklin Resources (BEN) in Q1 2018, closing a stake of 7,090 shares — an estimated $307K sold.

Frontier Investment Management first reported a position in BEN in Q2 2017 and held it in 3 quarters. The position peaked at $358K in Q2 2017. 581 funds tracked by Wall St. Rank hold BEN as of Q1 2018.

  • Frontier Investment Management reported no remaining Franklin Resources position as of Q1 2018 after selling out during the quarter.
  • Frontier Investment Management sold 7,090 Franklin Resources shares in Q1 2018, an estimated $307K.
  • Frontier Investment Management first reported a position in Franklin Resources in Q2 2017 and held it in 3 quarters.
  • Frontier Investment Management's Franklin Resources position peaked at $358K in Q2 2017.
  • 581 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2018.

Based on Frontier Investment Management's 13F filing for Q1 2018, filed 7 May 2018.