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LBA Wealth Management’s Franklin Resources 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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HCM
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BIT
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SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Northern Trust
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
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LBA Wealth Management's BEN Position: Q4 2014 in Review

LBA Wealth Management sold out of Franklin Resources (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. 604 funds tracked by Wall St. Rank hold BEN as of Q4 2014.

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

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