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Staton Financial Advisors’s Franklin Resources BEN Stock Holding History

Staton Financial 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
2017
Q2 		$4.04M Buy
90,271
+445
+0.5% +$19K 3.43% 11
2017
Q1 		$3.79M Sell
89,826
-5,886
-6% -$244K 3.25% 13
2016
Q4 		$3.79M Buy
95,712
+7,313
+8% +$274K 3.42% 10
2016
Q3 		$3.14M Buy
88,399
+12,245
+16% +$433K 2.88% 18
2016
Q2 		$2.54M Buy
76,154
+11,142
+17% +$405K 2.33% 22
2016
Q1 		$2.54M Buy
65,012
+18,517
+40% +$655K 2.43% 22
2015
Q4 		$1.71M Buy
46,495
+17,215
+59% +$673K 1.75% 25
2015
Q3 		$1.09M Buy
29,280
+10,280
+54% +$445K 1.16% 27
2015
Q2 		$932K Buy
19,000
+4,210
+28% +$216K 0.88% 30
2015
Q1 		$759K Buy
+14,790
New +$785K 0.69% 32

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return