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USCA RIA’s Franklin Resources BEN Stock Holding History

USCA RIA’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
-32,557
Closed -$1.46M – 433
2017
Q3 		$1.46M Hold
32,557
– – 0.19% 154
2017
Q2 		$1.46M Sell
32,557
-558
-2% -$23.8K 0.19% 155
2017
Q1 		$1.4M Buy
+33,115
New +$1.37M 0.2% 149

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

USCA RIA's BEN Position: Q4 2017 in Review

USCA RIA sold out of Franklin Resources (BEN) in Q4 2017, closing a stake of 32,557 shares — an estimated $1.46M sold.

USCA RIA first reported a position in BEN in Q1 2017 and held it in 3 quarters. The position peaked at $1.46M in Q3 2017. 611 funds tracked by Wall St. Rank hold BEN as of Q4 2017.

  • USCA RIA reported no remaining Franklin Resources position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 32,557 Franklin Resources shares in Q4 2017, an estimated $1.46M.
  • USCA RIA first reported a position in Franklin Resources in Q1 2017 and held it in 3 quarters.
  • USCA RIA's Franklin Resources position peaked at $1.46M in Q3 2017.
  • 611 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.