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Hudson Edge Investment Partners’s Franklin Resources BEN Stock Holding History

Hudson Edge Investment Partners’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
2018
Q4 		– Sell
-179,007
Closed -$5.44M – 139
2018
Q3 		$5.44M Buy
179,007
+24,006
+15% +$774K 0.97% 47
2018
Q2 		$4.97M Sell
155,001
-49,970
-24% -$1.67M 0.93% 49
2018
Q1 		$7.11M Buy
204,971
+14,170
+7% +$576K 1.08% 46
2017
Q4 		$8.27M Sell
190,801
-5,360
-3% -$232K 1.14% 48
2017
Q3 		$8.73M Sell
196,161
-10,742
-5% -$471K 1.24% 47
2017
Q2 		$9.27M Sell
206,903
-13,120
-6% -$561K 1.3% 44
2017
Q1 		$9.27M Sell
220,023
-1,160
-0.5% -$48.1K 1.23% 43
2016
Q4 		$8.75M Buy
221,183
+1,843
+0.8% +$69K 1.19% 43
2016
Q3 		$7.8M Sell
219,340
-8,605
-4% -$304K 1.17% 47
2016
Q2 		$7.61M Sell
227,945
-40,895
-15% -$1.49M 1.14% 48
2016
Q1 		$10.5M Sell
268,840
-134,237
-33% -$4.75M 1.04% 44
2015
Q4 		$14.8M Sell
403,077
-471,517
-54% -$18.4M 1.44% 36
2015
Q3 		$32.6M Sell
874,594
-26,970
-3% -$1.17M 1.76% 32
2015
Q2 		$44.2M Sell
901,564
-16,372
-2% -$840K 1.86% 27
2015
Q1 		$47.1M Sell
917,936
-30,890
-3% -$1.64M 1.94% 20
2014
Q4 		$52.5M Buy
948,826
+50,629
+6% +$2.8M 1.91% 21
2014
Q3 		$49.1M Sell
898,197
-20,393
-2% -$1.14M 1.8% 25
2014
Q2 		$53.1M Buy
918,590
+131,585
+17% +$7.2M 1.89% 24
2014
Q1 		$42.6M Buy
+787,005
New +$42.4M 1.62% 37

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hudson Edge Investment Partners's BEN Position: Q4 2018 in Review

Hudson Edge Investment Partners sold out of Franklin Resources (BEN) in Q4 2018, closing a stake of 179,007 shares — an estimated $5.44M sold.

Hudson Edge Investment Partners first reported a position in BEN in Q1 2014 and held it in 19 quarters. The position peaked at $53.1M in Q2 2014. 557 funds tracked by Wall St. Rank hold BEN as of Q4 2018.

  • Hudson Edge Investment Partners reported no remaining Franklin Resources position as of Q4 2018 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 179,007 Franklin Resources shares in Q4 2018, an estimated $5.44M.
  • Hudson Edge Investment Partners first reported a position in Franklin Resources in Q1 2014 and held it in 19 quarters.
  • Hudson Edge Investment Partners's Franklin Resources position peaked at $53.1M in Q2 2014.
  • 557 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2018.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2018, filed 31 Jan 2019.