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Liberty Capital Management’s Franklin Resources BEN Stock Holding History

Liberty 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
2017
Q3 		– Sell
-150
Closed -$7K – 274
2017
Q2 		$7K Sell
150
-3,863
-96% -$165K ﹤0.01% 244
2017
Q1 		$169K Sell
4,013
-1,050
-21% -$43.6K 0.1% 114
2016
Q4 		$202K Sell
5,063
-3,965
-44% -$148K 0.13% 107
2016
Q3 		$323K Sell
9,028
-135
-1% -$4.78K 0.21% 91
2016
Q2 		$306K Sell
9,163
-90
-1% -$3.27K 0.21% 91
2016
Q1 		$361K Sell
9,253
-15,360
-62% -$544K 0.27% 75
2015
Q4 		$906K Sell
24,613
-5,455
-18% -$213K 0.68% 50
2015
Q3 		$1.12M Hold
30,068
– – 0.88% 47
2015
Q2 		$1.47M Sell
30,068
-475
-2% -$24.4K 0.99% 44
2015
Q1 		$1.57M Buy
30,543
+500
+2% +$26.5K 1.05% 41
2014
Q4 		$1.66M Buy
30,043
+1,360
+5% +$75.1K 1.16% 35
2014
Q3 		$1.57M Buy
28,683
+260
+0.9% +$14.6K 1.14% 34
2014
Q2 		$1.64M Buy
28,423
+1,004
+4% +$54.9K 1.16% 34
2014
Q1 		$1.49M Sell
27,419
-405
-1% -$21.8K 1.09% 39
2013
Q4 		$1.61M Buy
27,824
+2,000
+8% +$108K 1.15% 37
2013
Q3 		$1.3M Hold
25,824
– – 1.03% 40
2013
Q2 		$1.17M Buy
+25,824
New +$1.31M 1.01% 42

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Capital Management's BEN Position: Q3 2017 in Review

Liberty Capital Management sold out of Franklin Resources (BEN) in Q3 2017, closing a stake of 150 shares — an estimated $7K sold.

Liberty Capital Management first reported a position in BEN in Q2 2013 and held it in 17 quarters. The position peaked at $1.66M in Q4 2014. 554 funds tracked by Wall St. Rank hold BEN as of Q3 2017.

  • Liberty Capital Management reported no remaining Franklin Resources position as of Q3 2017 after selling out during the quarter.
  • Liberty Capital Management sold 150 Franklin Resources shares in Q3 2017, an estimated $7K.
  • Liberty Capital Management first reported a position in Franklin Resources in Q2 2013 and held it in 17 quarters.
  • Liberty Capital Management's Franklin Resources position peaked at $1.66M in Q4 2014.
  • 554 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2017.

Based on Liberty Capital Management's 13F filing for Q3 2017, filed 25 Oct 2017.