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BRC Investment Management’s Franklin Resources BEN Stock Holding History

BRC Investment Management’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 		– Sell
-294,033
Closed -$13.3M – 139
2013
Q2 		$13.3M Buy
+294,033
New +$15M 2.39% 21

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State Street
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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
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BRC Investment Management's BEN Position: Q3 2013 in Review

BRC Investment Management sold out of Franklin Resources (BEN) in Q3 2013, closing a stake of 294,033 shares — an estimated $13.3M sold.

BRC Investment Management first reported a position in BEN in Q2 2013 and held it in 1 quarter. The position peaked at $13.3M in Q2 2013. 571 funds tracked by Wall St. Rank hold BEN as of Q3 2013.

  • BRC Investment Management reported no remaining Franklin Resources position as of Q3 2013 after selling out during the quarter.
  • BRC Investment Management sold 294,033 Franklin Resources shares in Q3 2013, an estimated $13.3M.
  • BRC Investment Management first reported a position in Franklin Resources in Q2 2013 and held it in 1 quarter.
  • BRC Investment Management's Franklin Resources position peaked at $13.3M in Q2 2013.
  • 571 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2013.

Based on BRC Investment Management's 13F filing for Q3 2013, filed 28 Oct 2013.