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Independent Portfolio Consultants’s Franklin Resources 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

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HCM
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BIT
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American Century Companies
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SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Independent Portfolio Consultants sold out of Franklin Resources (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. 605 funds tracked by Wall St. Rank hold BEN as of Q2 2015.

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

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