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Hutchinson Capital Management’s Franklin Resources BEN Stock Holding History

Hutchinson 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
2019
Q4 		– Sell
-238,899
Closed -$6.89M – 69
2019
Q3 		$6.89M Sell
238,899
-17,836
-7% -$545K 1.87% 28
2019
Q2 		$8.93M Sell
256,735
-14,406
-5% -$490K 2.51% 21
2019
Q1 		$8.99M Sell
271,141
-863
-0.3% -$27.3K 2.71% 19
2018
Q4 		$8.07M Sell
272,004
-9,227
-3% -$284K 2.69% 19
2018
Q3 		$8.55M Buy
281,231
+6,229
+2% +$201K 2.38% 19
2018
Q2 		$8.81M Buy
+275,002
New +$9.21M 2.74% 19

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hutchinson Capital Management's BEN Position: Q4 2019 in Review

Hutchinson Capital Management sold out of Franklin Resources (BEN) in Q4 2019, closing a stake of 238,899 shares — an estimated $6.89M sold.

Hutchinson Capital Management first reported a position in BEN in Q2 2018 and held it in 6 quarters. The position peaked at $8.99M in Q1 2019. 517 funds tracked by Wall St. Rank hold BEN as of Q4 2019.

  • Hutchinson Capital Management reported no remaining Franklin Resources position as of Q4 2019 after selling out during the quarter.
  • Hutchinson Capital Management sold 238,899 Franklin Resources shares in Q4 2019, an estimated $6.89M.
  • Hutchinson Capital Management first reported a position in Franklin Resources in Q2 2018 and held it in 6 quarters.
  • Hutchinson Capital Management's Franklin Resources position peaked at $8.99M in Q1 2019.
  • 517 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2019.

Based on Hutchinson Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.