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Wolverine Asset Management’s Franklin Resources BEN Stock Holding History

Wolverine 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
2014
Q2 		– Sell
-4
Closed -$1K – 2329
2014
Q1 		$1K Sell
4
-516
-99% -$27.8K ﹤0.01% 2211
2013
Q4 		$28K Sell
520
-125
-19% -$6.74K ﹤0.01% 1969
2013
Q3 		$95K Sell
645
-27
-4% -$1.3K ﹤0.01% 1476
2013
Q2 		$66K Buy
+672
New +$34.2K ﹤0.01% 1583

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wolverine Asset Management's BEN Position: Q3 2021 in Review

Wolverine Asset Management sold out of Franklin Resources (BEN) in Q3 2021, closing a stake of 13,398 shares — an estimated $428K sold.

Wolverine Asset Management first reported a position in BEN in Q4 2013 and held it in 10 quarters. The position peaked at $920K in Q4 2015. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

  • Wolverine Asset Management reported no remaining Franklin Resources position as of Q3 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 13,398 Franklin Resources shares in Q3 2021, an estimated $428K.
  • Wolverine Asset Management first reported a position in Franklin Resources in Q4 2013 and held it in 10 quarters.
  • Wolverine Asset Management's Franklin Resources position peaked at $920K in Q4 2015.
  • 537 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.