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Stonehage Fleming Financial Services’s Franklin Resources BEN Stock Holding History

Stonehage Fleming Financial Services’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
Q4 		– Sell
-4,475
Closed -$159K – 295
2016
Q3 		$159K Buy
+4,475
New +$158K 0.01% 211

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State Street
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Pzena Investment Management
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BIT
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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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonehage Fleming Financial Services's BEN Position: Q4 2016 in Review

Stonehage Fleming Financial Services sold out of Franklin Resources (BEN) in Q4 2016, closing a stake of 4,475 shares — an estimated $159K sold.

Stonehage Fleming Financial Services first reported a position in BEN in Q3 2016 and held it in 1 quarter. The position peaked at $159K in Q3 2016. 549 funds tracked by Wall St. Rank hold BEN as of Q4 2016.

  • Stonehage Fleming Financial Services reported no remaining Franklin Resources position as of Q4 2016 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 4,475 Franklin Resources shares in Q4 2016, an estimated $159K.
  • Stonehage Fleming Financial Services first reported a position in Franklin Resources in Q3 2016 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Franklin Resources position peaked at $159K in Q3 2016.
  • 549 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2016.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2016, filed 11 Oct 2019.