Loring Wolcott & Coolidge Fiduciary Advisors’s Franklin Resources BEN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q3	–	Sell	-200	Closed	-$5K	–	602
2022 Q2	$5K	Sell	200 -743	-79%	-$19K	﹤0.01%	573
2022 Q1	$26K	Buy	+943	New	+$28.8K	﹤0.01%	498
2016 Q2	–	Sell	-1,239	Closed	-$48K	–	633
2016 Q1	$48K	Sell	1,239 -496	-29%	-$17.6K	﹤0.01%	398
2015 Q4	$64K	Sell	1,735 -249	-13%	-$9.74K	﹤0.01%	390
2015 Q3	$97K	Hold	1,984	–	–	﹤0.01%	359
2015 Q2	$97K	Sell	1,984 -80	-4%	-$4.1K	﹤0.01%	359
2015 Q1	$106K	Hold	2,064	–	–	﹤0.01%	361
2014 Q4	$114K	Hold	2,064	–	–	﹤0.01%	342
2014 Q3	$113K	Sell	2,064 -90	-4%	-$5.04K	﹤0.01%	329
2014 Q2	$125K	Hold	2,154	–	–	﹤0.01%	330
2014 Q1	$117K	Hold	2,154	–	–	﹤0.01%	320
2013 Q4	$124K	Buy	2,154 +1,179	+121%	+$63.6K	﹤0.01%	302
2013 Q3	$49K	Buy	975 +60	+7%	+$2.9K	﹤0.01%	369
2013 Q2	$41K	Buy	+915	New	+$46.6K	﹤0.01%	405

Other funds holding BEN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BEN Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Franklin Resources (BEN) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BEN in Q2 2013 and held it in 14 quarters. The position peaked at $125K in Q2 2014. 529 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Franklin Resources position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Franklin Resources shares in Q3 2022, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Franklin Resources in Q2 2013 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Franklin Resources position peaked at $125K in Q2 2014.
529 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.