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Montag & Caldwell’s Franklin Resources BEN Stock Holding History

Montag & Caldwell’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,530,356
Closed -$137M – 103
2014
Q1 		$137M Sell
2,530,356
-498,276
-16% -$27M 1.2% 34
2013
Q4 		$175M Buy
3,028,632
+892,081
+42% +$51.5M 1.31% 35
2013
Q3 		$108M Buy
+2,136,551
New +$108M 0.81% 37