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Saddle Road Partners’s Franklin Resources BEN Stock Holding History

Saddle Road Partners’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
Q3 		– Sell
-15,825
Closed -$528K – 120
2016
Q2 		$528K Hold
15,825
– – 0.32% 76
2016
Q1 		$618K Hold
15,825
– – 0.39% 65
2015
Q4 		$583K Buy
+15,825
New +$619K 0.4% 65

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HCM
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VVP
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Saddle Road Partners's BEN Position: Q3 2016 in Review

Saddle Road Partners sold out of Franklin Resources (BEN) in Q3 2016, closing a stake of 15,825 shares — an estimated $528K sold.

Saddle Road Partners first reported a position in BEN in Q4 2015 and held it in 3 quarters. The position peaked at $618K in Q1 2016. 515 funds tracked by Wall St. Rank hold BEN as of Q3 2016.

  • Saddle Road Partners reported no remaining Franklin Resources position as of Q3 2016 after selling out during the quarter.
  • Saddle Road Partners sold 15,825 Franklin Resources shares in Q3 2016, an estimated $528K.
  • Saddle Road Partners first reported a position in Franklin Resources in Q4 2015 and held it in 3 quarters.
  • Saddle Road Partners's Franklin Resources position peaked at $618K in Q1 2016.
  • 515 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2016.

Based on Saddle Road Partners's 13F filing for Q3 2016, filed 24 Oct 2016.