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Appleton Partners’s Franklin Resources BEN Stock Holding History

Appleton Partners’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
Q1 		– Sell
-3,585
Closed -$207K – 171
2013
Q4 		$207K Buy
+3,585
New +$193K 0.05% 160

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HCM
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BIT
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American Century Companies
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Northern Trust
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Appleton Partners's BEN Position: Q1 2014 in Review

Appleton Partners sold out of Franklin Resources (BEN) in Q1 2014, closing a stake of 3,585 shares — an estimated $207K sold.

Appleton Partners first reported a position in BEN in Q4 2013 and held it in 1 quarter. The position peaked at $207K in Q4 2013. 589 funds tracked by Wall St. Rank hold BEN as of Q1 2014.

  • Appleton Partners reported no remaining Franklin Resources position as of Q1 2014 after selling out during the quarter.
  • Appleton Partners sold 3,585 Franklin Resources shares in Q1 2014, an estimated $207K.
  • Appleton Partners first reported a position in Franklin Resources in Q4 2013 and held it in 1 quarter.
  • Appleton Partners's Franklin Resources position peaked at $207K in Q4 2013.
  • 589 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2014.

Based on Appleton Partners's 13F filing for Q1 2014, filed 30 Apr 2014.