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Independent Portfolio Consultants’s Franklin Templeton BEN Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-21
Closed -$1K – 878
2015
Q1 		$1K Buy
+21
New +$1.11K ﹤0.01% 913

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $226B AUM 44.75% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's BEN Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Franklin Templeton (BEN) in Q2 2015, closing a stake of 21 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in BEN in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 606 funds tracked by Wall St. Rank hold BEN as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Franklin Templeton position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 21 Franklin Templeton shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Franklin Templeton in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Franklin Templeton position peaked at $1K in Q1 2015.
  • 606 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.