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Nikko Asset Management Americas’s Franklin Resources BEN Stock Holding History

Nikko Asset Management Americas’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
-2,700
Closed -$120K – 279
2017
Q3 		$120K Buy
+2,700
New +$118K 0.01% 280
2013
Q4 		– Sell
-25,100
Closed -$1.28M – 177
2013
Q3 		$1.28M Buy
25,100
+12,200
+95% +$589K 0.04% 106
2013
Q2 		$597K Buy
+12,900
New +$657K 0.02% 125

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
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
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

Nikko Asset Management Americas's BEN Position: Q4 2017 in Review

Nikko Asset Management Americas sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 2,700 shares — an estimated $120K sold.

Nikko Asset Management Americas first reported a position in BEN in Q2 2013 and held it in 3 quarters. The position peaked at $1.28M in Q3 2013. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • Nikko Asset Management Americas reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • Nikko Asset Management Americas sold 2,700 Franklin Resources shares in Q4 2017, an estimated $120K.
  • Nikko Asset Management Americas first reported a position in Franklin Resources in Q2 2013 and held it in 3 quarters.
  • Nikko Asset Management Americas's Franklin Resources position peaked at $1.28M in Q3 2013.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on Nikko Asset Management Americas's 13F filing for Q4 2017, filed 14 Feb 2018.