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Laird Norton Wetherby Wealth Management’s Franklin Resources BEN Stock Holding History

Laird Norton Wetherby Wealth 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
2018
Q2 		– Sell
-8,108
Closed -$281K – 645
2018
Q1 		$281K Sell
8,108
-659
-8% -$26.8K 0.04% 494
2017
Q4 		$379K Sell
8,767
-2,832
-24% -$123K 0.05% 418
2017
Q3 		$516K Buy
11,599
+25
+0.2% +$1.1K 0.08% 323
2017
Q2 		$518K Buy
11,574
+223
+2% +$9.53K 0.09% 292
2017
Q1 		$478K Sell
11,351
-2,453
-18% -$102K 0.09% 302
2016
Q4 		$546K Sell
13,804
-2,305
-14% -$86.3K 0.11% 251
2016
Q3 		$573K Buy
16,109
+161
+1% +$5.69K 0.12% 222
2016
Q2 		$533K Sell
15,948
-1,193
-7% -$43.3K 0.12% 210
2016
Q1 		$669K Buy
17,141
+4,429
+35% +$157K 0.16% 147
2015
Q4 		$468K Buy
12,712
+370
+3% +$14.5K 0.11% 216
2015
Q3 		$460K Buy
12,342
+2,253
+22% +$97.5K 0.12% 211
2015
Q2 		$495K Buy
10,089
+96
+1% +$4.92K 0.12% 208
2015
Q1 		$513K Buy
9,993
+1,940
+24% +$103K 0.12% 198
2014
Q4 		$446K Sell
8,053
-212
-3% -$11.7K 0.11% 206
2014
Q3 		$451K Buy
8,265
+1,817
+28% +$102K 0.13% 197
2014
Q2 		$373K Buy
6,448
+19
+0.3% +$1.04K 0.11% 244
2014
Q1 		$348K Sell
6,429
-106
-2% -$5.71K 0.1% 264
2013
Q4 		$377K Buy
6,535
+818
+14% +$44.1K 0.11% 237
2013
Q3 		$289K Buy
5,717
+41
+0.7% +$1.98K 0.09% 276
2013
Q2 		$257K Buy
+5,676
New +$289K 0.09% 277

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
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BEN Position: Q2 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Franklin Resources (BEN) in Q2 2018, closing a stake of 8,108 shares — an estimated $281K sold.

Laird Norton Wetherby Wealth Management first reported a position in BEN in Q2 2013 and held it in 20 quarters. The position peaked at $669K in Q1 2016. 569 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Franklin Resources position as of Q2 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 8,108 Franklin Resources shares in Q2 2018, an estimated $281K.
  • Laird Norton Wetherby Wealth Management first reported a position in Franklin Resources in Q2 2013 and held it in 20 quarters.
  • Laird Norton Wetherby Wealth Management's Franklin Resources position peaked at $669K in Q1 2016.
  • 569 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2018, filed 24 Jul 2018.