GT
BEN icon

Glenview Trust’s Franklin Resources BEN Stock Holding History

Glenview Trust’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
Q4 		$281K Buy
+5,078
New +$281K 0.03% 196
2013
Q4 		$14.1M Buy
+244,217
New +$13.2M 1.62% 19

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenview Trust's BEN Position: Q4 2014 in Review

Glenview Trust opened a new position in Franklin Resources (BEN) in Q4 2014: 5,078 shares worth $281K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: Glenview Trust previously reported a position in BEN as recently as Q4 2013.

Glenview Trust first reported a position in BEN in Q4 2013 and has held it in 2 quarters since. The position peaked at $14.1M in Q4 2013. 604 funds tracked by Wall St. Rank hold BEN as of Q4 2014.

  • Glenview Trust held 5,078 shares of Franklin Resources worth $281K as of Q4 2014.
  • Franklin Resources was a new Glenview Trust position in Q4 2014.
  • Franklin Resources made up 0.03% of Glenview Trust's portfolio in Q4 2014, its #196 holding.
  • Glenview Trust first reported a position in Franklin Resources in Q4 2013 and has held it in 2 quarters since.
  • Glenview Trust's Franklin Resources position peaked at $14.1M in Q4 2013.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2014.

Based on Glenview Trust's 13F filing for Q4 2014, filed 1 May 2017.