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Live Your Vision’s Franklin Resources BEN Stock Holding History

Live Your Vision’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
2015
Q4 		– Sell
-500
Closed -$19K – 90
2015
Q3 		$19K Buy
+500
New +$21.6K 0.01% 153

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Live Your Vision's BEN Position: Q4 2015 in Review

Live Your Vision sold out of Franklin Resources (BEN) in Q4 2015, closing a stake of 500 shares — an estimated $19K sold.

Live Your Vision first reported a position in BEN in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 559 funds tracked by Wall St. Rank hold BEN as of Q4 2015.

  • Live Your Vision reported no remaining Franklin Resources position as of Q4 2015 after selling out during the quarter.
  • Live Your Vision sold 500 Franklin Resources shares in Q4 2015, an estimated $19K.
  • Live Your Vision first reported a position in Franklin Resources in Q3 2015 and held it in 1 quarter.
  • Live Your Vision's Franklin Resources position peaked at $19K in Q3 2015.
  • 559 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.