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LBA Wealth Management’s Franklin Templeton BEN Stock Holding History

LBA Wealth Management’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 		– Sell
-292
Closed -$16K – 299
2014
Q3 		$16K Buy
+292
New +$16.4K 0.01% 256

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LBA Wealth Management's BEN Position: Q4 2014 in Review

LBA Wealth Management sold out of Franklin Templeton (BEN) in Q4 2014, closing a stake of 292 shares — an estimated $16K sold.

LBA Wealth Management first reported a position in BEN in Q3 2014 and held it in 1 quarter. The position peaked at $16K in Q3 2014. 605 funds tracked by Wall St. Rank hold BEN as of Q4 2014.

  • LBA Wealth Management reported no remaining Franklin Templeton position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 292 Franklin Templeton shares in Q4 2014, an estimated $16K.
  • LBA Wealth Management first reported a position in Franklin Templeton in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Franklin Templeton position peaked at $16K in Q3 2014.
  • 605 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.