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Regal Investment Advisors’s Franklin Resources BEN Stock Holding History

Regal 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
2016
Q1 		– Sell
-8,617
Closed -$317K – 250
2015
Q4 		$317K Hold
8,617
– – 0.08% 194
2015
Q3 		$321K Buy
8,617
+6,005
+230% +$260K 0.08% 180
2015
Q2 		$128K Hold
2,612
– – 0.03% 304
2015
Q1 		$134K Buy
2,612
+895
+52% +$47.5K 0.03% 295
2014
Q4 		$95K Buy
1,717
+522
+44% +$28.8K 0.03% 317
2014
Q3 		$65K Buy
+1,195
New +$66.9K 0.02% 371

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's BEN Position: Q1 2016 in Review

Regal Investment Advisors sold out of Franklin Resources (BEN) in Q1 2016, closing a stake of 8,617 shares — an estimated $317K sold.

Regal Investment Advisors first reported a position in BEN in Q3 2014 and held it in 6 quarters. The position peaked at $321K in Q3 2015. 544 funds tracked by Wall St. Rank hold BEN as of Q1 2016.

  • Regal Investment Advisors reported no remaining Franklin Resources position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 8,617 Franklin Resources shares in Q1 2016, an estimated $317K.
  • Regal Investment Advisors first reported a position in Franklin Resources in Q3 2014 and held it in 6 quarters.
  • Regal Investment Advisors's Franklin Resources position peaked at $321K in Q3 2015.
  • 544 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.