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Ground Swell Capital’s Franklin Resources BEN Stock Holding History

Ground Swell Capital’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
Q3 		$46K Buy
845
+393
+87% +$22K 0.09% 236
2014
Q2 		$26K Buy
+452
New +$24.7K 0.05% 310

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HCM
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ground Swell Capital's BEN Position: Q3 2014 in Review

Ground Swell Capital increased its Franklin Resources (BEN) stake by 87% in Q3 2014, buying an estimated $22K and bringing the position to 845 shares worth $46K. The position accounts for 0.09% of the portfolio, ranked #236.

Ground Swell Capital first reported a position in BEN in Q2 2014 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold BEN as of Q3 2014.

  • Ground Swell Capital held 845 shares of Franklin Resources worth $46K as of Q3 2014.
  • Ground Swell Capital bought 393 Franklin Resources shares in Q3 2014, an estimated $22K.
  • Franklin Resources made up 0.09% of Ground Swell Capital's portfolio in Q3 2014, its #236 holding.
  • Ground Swell Capital first reported a position in Franklin Resources in Q2 2014 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.