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Parasol Investment Management’s Franklin Resources BEN Stock Holding History

Parasol Investment Management’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
Q1 		$9K Buy
220
+120
+120% +$4.98K 0.01% 81
2016
Q4 		$4K Buy
+100
New +$3.74K ﹤0.01% 156

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parasol Investment Management's BEN Position: Q1 2017 in Review

Parasol Investment Management increased its Franklin Resources (BEN) stake by 120% in Q1 2017, buying an estimated $4.98K and bringing the position to 220 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #81.

Parasol Investment Management first reported a position in BEN in Q4 2016 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • Parasol Investment Management held 220 shares of Franklin Resources worth $9K as of Q1 2017.
  • Parasol Investment Management bought 120 Franklin Resources shares in Q1 2017, an estimated $4.98K.
  • Franklin Resources made up 0.01% of Parasol Investment Management's portfolio in Q1 2017, its #81 holding.
  • Parasol Investment Management first reported a position in Franklin Resources in Q4 2016 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.