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Ironsides Asset Advisors’s Franklin Resources BEN Stock Holding History

Ironsides Asset Advisors’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
Q1 		– Sell
-10,800
Closed -$427K – 84
2016
Q4 		$427K Hold
10,800
– – 0.12% 110
2016
Q3 		$384K Hold
10,800
– – 0.1% 120
2016
Q2 		$360K Buy
+10,800
New +$392K 0.11% 109

Other funds holding BEN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironsides Asset Advisors's BEN Position: Q1 2017 in Review

Ironsides Asset Advisors sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 10,800 shares — an estimated $427K sold.

Ironsides Asset Advisors first reported a position in BEN in Q2 2016 and held it in 3 quarters. The position peaked at $427K in Q4 2016. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Ironsides Asset Advisors reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • Ironsides Asset Advisors sold 10,800 Franklin Resources shares in Q1 2017, an estimated $427K.
  • Ironsides Asset Advisors first reported a position in Franklin Resources in Q2 2016 and held it in 3 quarters.
  • Ironsides Asset Advisors's Franklin Resources position peaked at $427K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Ironsides Asset Advisors's 13F filing for Q1 2017, filed 10 May 2017.