Bessemer Group
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Bessemer Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Bessemer Group’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,000
Closed -$153K – 2531
2024
Q3 		$153K Buy
23,000
+21,743
+1,730% +$144K ﹤0.01% 1182
2024
Q2 		$8K Buy
1,257
+66
+6% +$414 ﹤0.01% 1580
2024
Q1 		$7K Buy
1,191
+277
+30% +$1.75K ﹤0.01% 1633
2023
Q4 		$6K Buy
914
+35
+4% +$214 ﹤0.01% 1709
2023
Q3 		$5K Sell
879
-414
-32% -$2.57K ﹤0.01% 1737
2023
Q2 		$8K Buy
1,293
+311
+32% +$1.92K ﹤0.01% 1693
2023
Q1 		$6K Buy
982
+7
+0.7% +$45 ﹤0.01% 1567
2022
Q4 		$6K Buy
+975
New +$6.08K ﹤0.01% 1521

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Bessemer Group's FTF Position: Q4 2024 in Review

Bessemer Group sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2024, closing a stake of 23,000 shares — an estimated $153K sold.

Bessemer Group first reported a position in FTF in Q4 2022 and held it in 8 quarters. The position peaked at $153K in Q3 2024. 81 funds tracked by Wall St. Rank hold FTF as of Q4 2024.

  • Bessemer Group reported no remaining Franklin Limited Duration Income Trust position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 23,000 Franklin Limited Duration Income Trust shares in Q4 2024, an estimated $153K.
  • Bessemer Group first reported a position in Franklin Limited Duration Income Trust in Q4 2022 and held it in 8 quarters.
  • Bessemer Group's Franklin Limited Duration Income Trust position peaked at $153K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.