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Lombard Odier Asset Management (Europe)’s Franklin Resources BEN Stock Holding History

Lombard Odier Asset Management (Europe)’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
Q4 		– Sell
-5,044
Closed -$225K – 414
2017
Q3 		$225K Hold
5,044
– – 0.01% 381
2017
Q2 		$226K Hold
5,044
– – 0.01% 374
2017
Q1 		$213K Sell
5,044
-450
-8% -$18.7K 0.01% 358
2016
Q4 		$217K Buy
+5,494
New +$206K 0.08% 319

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s BEN Position: Q4 2017 in Review

Lombard Odier Asset Management (Europe) sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 5,044 shares — an estimated $225K sold.

Lombard Odier Asset Management (Europe) first reported a position in BEN in Q4 2016 and held it in 4 quarters. The position peaked at $226K in Q2 2017. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • Lombard Odier Asset Management (Europe) reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 5,044 Franklin Resources shares in Q4 2017, an estimated $225K.
  • Lombard Odier Asset Management (Europe) first reported a position in Franklin Resources in Q4 2016 and held it in 4 quarters.
  • Lombard Odier Asset Management (Europe)'s Franklin Resources position peaked at $226K in Q2 2017.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q4 2017, filed 13 Feb 2018.