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SevenBridge Financial Group’s Franklin Templeton 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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Massachusetts Financial Services
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
KP
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Fidelity Investments
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SevenBridge Financial Group sold out of Franklin Templeton (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 Templeton position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 275 Franklin Templeton shares in Q1 2017, an estimated $9K.
  • SevenBridge Financial Group first reported a position in Franklin Templeton in Q2 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's Franklin Templeton position peaked at $9K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2017.

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