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SevenBridge Financial Group’s Franklin Resources BEN Stock Holding History

SevenBridge Financial Group’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 		– Sell
-275
Closed -$9K – 631
2016
Q4 		$9K Hold
275
– – 0.01% 449
2016
Q3 		$9K Hold
275
– – 0.01% 444
2016
Q2 		$9K Buy
+275
New +$9.99K 0.01% 521

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ACM
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KP
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SevenBridge Financial Group's BEN Position: Q1 2017 in Review

SevenBridge Financial Group sold out of Franklin Resources (BEN) in Q1 2017, closing a stake of 275 shares — an estimated $9K sold.

SevenBridge Financial Group first reported a position in BEN in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 551 funds tracked by Wall St. Rank hold BEN as of Q1 2017.

  • SevenBridge Financial Group reported no remaining Franklin Resources position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 275 Franklin Resources shares in Q1 2017, an estimated $9K.
  • SevenBridge Financial Group first reported a position in Franklin Resources in Q2 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's Franklin Resources position peaked at $9K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2017.

Based on SevenBridge Financial Group's 13F filing for Q1 2017, filed 15 May 2017.