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Mark Asset Management’s Franklin Resources BEN Stock Holding History

Mark Asset 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
2013
Q4 		– Sell
-1,500
Closed -$76K – 77
2013
Q3 		$76K Buy
+1,500
New +$72.4K 0.02% 81

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mark Asset Management's BEN Position: Q4 2013 in Review

Mark Asset Management sold out of Franklin Resources (BEN) in Q4 2013, closing a stake of 1,500 shares — an estimated $76K sold.

Mark Asset Management first reported a position in BEN in Q3 2013 and held it in 1 quarter. The position peaked at $76K in Q3 2013. 604 funds tracked by Wall St. Rank hold BEN as of Q4 2013.

  • Mark Asset Management reported no remaining Franklin Resources position as of Q4 2013 after selling out during the quarter.
  • Mark Asset Management sold 1,500 Franklin Resources shares in Q4 2013, an estimated $76K.
  • Mark Asset Management first reported a position in Franklin Resources in Q3 2013 and held it in 1 quarter.
  • Mark Asset Management's Franklin Resources position peaked at $76K in Q3 2013.
  • 604 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2013.

Based on Mark Asset Management's 13F filing for Q4 2013, filed 14 Feb 2014.