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Tiverton Asset Management’s Franklin Resources BEN Stock Holding History

Tiverton Asset Management’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
2018
Q2 		– Sell
-1,252
Closed -$43K – 417
2018
Q1 		$43K Sell
1,252
-2,594
-67% -$105K ﹤0.01% 463
2017
Q4 		$167K Buy
+3,846
New +$167K 0.01% 405

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State Street
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T. Rowe Price Associates
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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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiverton Asset Management's BEN Position: Q2 2018 in Review

Tiverton Asset Management sold out of Franklin Resources (BEN) in Q2 2018, closing a stake of 1,252 shares — an estimated $43K sold.

Tiverton Asset Management first reported a position in BEN in Q4 2017 and held it in 2 quarters. The position peaked at $167K in Q4 2017. 569 funds tracked by Wall St. Rank hold BEN as of Q2 2018.

  • Tiverton Asset Management reported no remaining Franklin Resources position as of Q2 2018 after selling out during the quarter.
  • Tiverton Asset Management sold 1,252 Franklin Resources shares in Q2 2018, an estimated $43K.
  • Tiverton Asset Management first reported a position in Franklin Resources in Q4 2017 and held it in 2 quarters.
  • Tiverton Asset Management's Franklin Resources position peaked at $167K in Q4 2017.
  • 569 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2018.

Based on Tiverton Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.