AFC
BEN icon

AFT Forsyth & Company’s Franklin Resources BEN Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$767K Buy
15,165
+1,950
+15% +$94.1K 0.99% 26
2013
Q2 		$599K Buy
+13,215
New +$673K 0.86% 38

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFT Forsyth & Company's BEN Position: Q3 2013 in Review

AFT Forsyth & Company increased its Franklin Resources (BEN) stake by 15% in Q3 2013, buying an estimated $94.1K and bringing the position to 15,165 shares worth $767K. The position accounts for 0.99% of the portfolio, ranked #26.

AFT Forsyth & Company first reported a position in BEN in Q2 2013 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold BEN as of Q3 2013.

  • AFT Forsyth & Company held 15,165 shares of Franklin Resources worth $767K as of Q3 2013.
  • AFT Forsyth & Company bought 1,950 Franklin Resources shares in Q3 2013, an estimated $94.1K.
  • Franklin Resources made up 0.99% of AFT Forsyth & Company's portfolio in Q3 2013, its #26 holding.
  • AFT Forsyth & Company first reported a position in Franklin Resources in Q2 2013 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.