MLL
FSB

Moody Lynn & Lieberson’s Franklin Financial Network, Inc. FSB Stock Holding History

Moody Lynn & Lieberson’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,382
Closed -$300K – 203
2018
Q4 		$300K Hold
11,382
– – 0.04% 170
2018
Q3 		$445K Sell
11,382
-27
-0.2% -$1.04K 0.05% 166
2018
Q2 		$429K Sell
11,409
-235
-2% -$8.3K 0.05% 168
2018
Q1 		$380K Sell
11,644
-153
-1% -$5.1K 0.05% 172
2017
Q4 		$385K Buy
11,797
+276
+2% +$9.43K 0.04% 182
2017
Q3 		$411K Sell
11,521
-28,158
-71% -$994K 0.05% 174
2017
Q2 		$1.64M Buy
39,679
+6,089
+18% +$245K 0.22% 81
2017
Q1 		$1.3M Buy
33,590
+11
+0% +$428 0.18% 80
2016
Q4 		$1.41M Buy
33,579
+15,076
+81% +$548K 0.2% 83
2016
Q3 		$692K Sell
18,503
-853
-4% -$29K 0.12% 95
2016
Q2 		$607K Buy
19,356
+213
+1% +$6.38K 0.11% 87
2016
Q1 		$517K Sell
19,143
-551
-3% -$15K 0.08% 104
2015
Q4 		$618K Buy
19,694
+354
+2% +$10K 0.1% 103
2015
Q3 		$432K Buy
19,340
+3,355
+21% +$78.3K 0.08% 116
2015
Q2 		$367K Buy
15,985
+1,520
+11% +$32.6K 0.06% 140
2015
Q1 		$304K Buy
+14,465
New +$304K 0.05% 155

Other funds holding FSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moody Lynn & Lieberson's FSB Position: Q1 2019 in Review

Moody Lynn & Lieberson sold out of Franklin Financial Network, Inc. (FSB) in Q1 2019, closing a stake of 11,382 shares — an estimated $300K sold.

Moody Lynn & Lieberson first reported a position in FSB in Q1 2015 and held it in 16 quarters. The position peaked at $1.64M in Q2 2017. 128 funds tracked by Wall St. Rank hold FSB as of Q1 2019.

  • Moody Lynn & Lieberson reported no remaining Franklin Financial Network, Inc. position as of Q1 2019 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 11,382 Franklin Financial Network, Inc. shares in Q1 2019, an estimated $300K.
  • Moody Lynn & Lieberson first reported a position in Franklin Financial Network, Inc. in Q1 2015 and held it in 16 quarters.
  • Moody Lynn & Lieberson's Franklin Financial Network, Inc. position peaked at $1.64M in Q2 2017.
  • 128 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2019, filed 23 Apr 2019.