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Tiedemann Advisors’s Franklin Resources BEN Stock Holding History

Tiedemann 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
Q4 		– Sell
-18,776
Closed -$668K – 234
2017
Q3 		$668K Sell
18,776
-3,947
-17% -$173K 0.06% 182
2017
Q2 		$1.02M Buy
22,723
+3,274
+17% +$140K 0.07% 215
2017
Q1 		$820K Buy
19,449
+684
+4% +$28.4K 0.07% 206
2016
Q4 		$743K Buy
+18,765
New +$702K 0.07% 176

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
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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors's BEN Position: Q4 2017 in Review

Tiedemann Advisors sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 18,776 shares — an estimated $668K sold.

Tiedemann Advisors first reported a position in BEN in Q4 2016 and held it in 4 quarters. The position peaked at $1.02M in Q2 2017. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • Tiedemann Advisors reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 18,776 Franklin Resources shares in Q4 2017, an estimated $668K.
  • Tiedemann Advisors first reported a position in Franklin Resources in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Franklin Resources position peaked at $1.02M in Q2 2017.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.