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Mountain Capital Investment Advisors’s Franklin Resources BEN Stock Holding History

Mountain Capital Investment Advisors’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
-2,752
Closed -$122K – 77
2017
Q3 		$122K Hold
2,752
– – 0.11% 51
2017
Q2 		$123K Buy
+2,752
New +$118K 0.12% 67

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
ACM
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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

Mountain Capital Investment Advisors's BEN Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 2,752 shares — an estimated $122K sold.

Mountain Capital Investment Advisors first reported a position in BEN in Q2 2017 and held it in 2 quarters. The position peaked at $123K in Q2 2017. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,752 Franklin Resources shares in Q4 2017, an estimated $122K.
  • Mountain Capital Investment Advisors first reported a position in Franklin Resources in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Franklin Resources position peaked at $123K in Q2 2017.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.