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Boys Arnold & Co’s Franklin Resources BEN Stock Holding History

Boys Arnold & Co’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
2015
Q4 		– Sell
-13,450
Closed -$501K – 215
2015
Q3 		$501K Sell
13,450
-13,200
-50% -$571K 0.1% 155
2015
Q2 		$1.31M Sell
26,650
-440
-2% -$22.6K 0.25% 105
2015
Q1 		$1.39M Buy
+27,090
New +$1.44M 0.26% 100
2014
Q3 		– Sell
-359,877
Closed -$20.8M – 213
2014
Q2 		$20.8M Sell
359,877
-290
-0.1% -$15.9K 3.6% 2
2014
Q1 		$19.5M Buy
360,167
+533
+0.1% +$28.7K 3.54% 2
2013
Q4 		$20.8M Sell
359,634
-408
-0.1% -$22K 3.96% 2
2013
Q3 		$18.2M Hold
360,042
– – 3.78% 2
2013
Q2 		$16.3M Buy
+360,042
New +$18.3M 3.54% 3

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return