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Bridges Investment Counsel’s Franklin Resources BEN Stock Holding History

Bridges Investment Counsel’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
-6,165
Closed -$356K – 160
2013
Q4 		$356K Hold
6,165
– – 0.08% 131
2013
Q3 		$312K Hold
6,165
– – 0.08% 136
2013
Q2 		$280K Buy
+6,165
New +$314K 0.07% 139

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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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridges Investment Counsel's BEN Position: Q1 2014 in Review

Bridges Investment Counsel sold out of Franklin Resources (BEN) in Q1 2014, closing a stake of 6,165 shares — an estimated $356K sold.

Bridges Investment Counsel first reported a position in BEN in Q2 2013 and held it in 3 quarters. The position peaked at $356K in Q4 2013. 589 funds tracked by Wall St. Rank hold BEN as of Q1 2014.

  • Bridges Investment Counsel reported no remaining Franklin Resources position as of Q1 2014 after selling out during the quarter.
  • Bridges Investment Counsel sold 6,165 Franklin Resources shares in Q1 2014, an estimated $356K.
  • Bridges Investment Counsel first reported a position in Franklin Resources in Q2 2013 and held it in 3 quarters.
  • Bridges Investment Counsel's Franklin Resources position peaked at $356K in Q4 2013.
  • 589 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2014.

Based on Bridges Investment Counsel's 13F filing for Q1 2014, filed 6 May 2014.