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Woodmont Investment Counsel’s Franklin Resources BEN Stock Holding History

Woodmont Investment Counsel’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
-28
Closed -$1K – 232
2016
Q3 		$1K Buy
+28
New +$990 ﹤0.01% 691
2016
Q2 		– Sell
-28
Closed -$1K – 210
2016
Q1 		$1K Hold
28
– – ﹤0.01% 506
2015
Q4 		$1K Hold
28
– – ﹤0.01% 516
2015
Q3 		$1K Hold
28
– – ﹤0.01% 517
2015
Q2 		$1K Buy
+28
New +$1.44K ﹤0.01% 522

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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

Woodmont Investment Counsel's BEN Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Franklin Resources (BEN) in Q4 2016, closing a stake of 28 shares — an estimated $1K sold.

Woodmont Investment Counsel first reported a position in BEN in Q2 2015 and held it in 5 quarters. The position peaked at $1K in Q3 2016. 550 funds tracked by Wall St. Rank hold BEN as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Franklin Resources position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 28 Franklin Resources shares in Q4 2016, an estimated $1K.
  • Woodmont Investment Counsel first reported a position in Franklin Resources in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Franklin Resources position peaked at $1K in Q3 2016.
  • 550 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.