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WFG Advisors’s Franklin Resources BEN Stock Holding History

WFG 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
2016
Q4 		– Sell
-13
Closed – – 1559
2016
Q3 		$0 Hold
13
– – ﹤0.01% 1573
2016
Q2 		$0 Hold
13
– – ﹤0.01% 1568
2016
Q1 		$0 Buy
13
+1
+8% +$35 ﹤0.01% 1534
2015
Q4 		$0 Hold
12
– – ﹤0.01% 1569
2015
Q3 		$0 Sell
12
-45
-79% -$1.95K ﹤0.01% 1613
2015
Q2 		$3K Hold
57
– – ﹤0.01% 1409
2015
Q1 		$3K Buy
57
+1
+2% +$53 ﹤0.01% 1451
2014
Q4 		$3K Hold
56
– – ﹤0.01% 1751
2014
Q3 		$3K Hold
56
– – ﹤0.01% 1771
2014
Q2 		$3K Hold
56
– – ﹤0.01% 1742
2014
Q1 		$3K Buy
56
+1
+2% +$54 ﹤0.01% 1720
2013
Q4 		$3K Hold
55
– – ﹤0.01% 1860
2013
Q3 		$3K Buy
55
+1
+2% +$48 ﹤0.01% 1826
2013
Q2 		$3K Buy
+54
New +$2.75K ﹤0.01% 1762

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

WFG Advisors's BEN Position: Q4 2016 in Review

WFG Advisors sold out of Franklin Resources (BEN) in Q4 2016, closing a stake of 13 shares.

WFG Advisors first reported a position in BEN in Q2 2013 and held it in 14 quarters. The position peaked at $3K in Q2 2015. 549 funds tracked by Wall St. Rank hold BEN as of Q4 2016.

  • WFG Advisors reported no remaining Franklin Resources position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 13 Franklin Resources shares in Q4 2016.
  • WFG Advisors first reported a position in Franklin Resources in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Franklin Resources position peaked at $3K in Q2 2015.
  • 549 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.