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Dana Investment Advisors’s Franklin Resources BEN Stock Holding History

Dana Investment Advisors’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
-132,801
Closed -$6.02M – 264
2013
Q2 		$6.02M Buy
+132,801
New +$6.76M 0.46% 65

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State Street
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BIT
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
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Dana Investment Advisors's BEN Position: Q3 2013 in Review

Dana Investment Advisors sold out of Franklin Resources (BEN) in Q3 2013, closing a stake of 132,801 shares — an estimated $6.02M sold.

Dana Investment Advisors first reported a position in BEN in Q2 2013 and held it in 1 quarter. The position peaked at $6.02M in Q2 2013. 571 funds tracked by Wall St. Rank hold BEN as of Q3 2013.

  • Dana Investment Advisors reported no remaining Franklin Resources position as of Q3 2013 after selling out during the quarter.
  • Dana Investment Advisors sold 132,801 Franklin Resources shares in Q3 2013, an estimated $6.02M.
  • Dana Investment Advisors first reported a position in Franklin Resources in Q2 2013 and held it in 1 quarter.
  • Dana Investment Advisors's Franklin Resources position peaked at $6.02M in Q2 2013.
  • 571 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2013.

Based on Dana Investment Advisors's 13F filing for Q3 2013, filed 8 Nov 2013.