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Spot Trading’s Franklin Resources BEN Stock Holding History

Spot Trading’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
Q3 		$1.17M Buy
26,200
+23,900
+1,039% +$1.05M 0.02% 1056
2017
Q2 		$103K Hold
2,300
– – ﹤0.01% 2579
2017
Q1 		$97K Buy
+2,300
New +$95.4K ﹤0.01% 2267
2016
Q1 		– Sell
-16,700
Closed -$615K – 3451
2015
Q4 		$615K Hold
16,700
– – 0.01% 1776
2015
Q3 		$622K Hold
16,700
– – 0.01% 1901
2015
Q2 		$819K Buy
16,700
+14,800
+779% +$759K 0.01% 1769
2015
Q1 		$98K Sell
1,900
-20,800
-92% -$1.1M ﹤0.01% 3074
2014
Q4 		$1.26M Sell
22,700
-25,400
-53% -$1.4M 0.01% 1738
2014
Q3 		$2.63M Buy
48,100
+34,300
+249% +$1.92M 0.01% 1354
2014
Q2 		$798K Buy
13,800
+8,400
+156% +$459K ﹤0.01% 2308
2014
Q1 		$293K Buy
+5,400
New +$291K ﹤0.01% 2924
2013
Q4 		– Sell
-3,900
Closed -$197K – 3972
2013
Q3 		$197K Buy
+3,900
New +$188K ﹤0.01% 3035

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spot Trading's BEN Position: Q3 2017 in Review

Spot Trading sold out of Franklin Resources (BEN) in Q3 2017, closing a stake of 5,417 shares — an estimated $237K sold.

Spot Trading first reported a position in BEN in Q3 2013 and held it in 13 quarters. The position peaked at $2.08M in Q1 2016. 554 funds tracked by Wall St. Rank hold BEN as of Q3 2017.

  • Spot Trading reported no remaining Franklin Resources position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 5,417 Franklin Resources shares in Q3 2017, an estimated $237K.
  • Spot Trading first reported a position in Franklin Resources in Q3 2013 and held it in 13 quarters.
  • Spot Trading's Franklin Resources position peaked at $2.08M in Q1 2016.
  • 554 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.