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Perennial Investment Partners’s Franklin Resources BEN Stock Holding History

Perennial Investment Partners’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
-57,861
Closed -$2.92M – 75
2013
Q3 		$2.92M Hold
57,861
– – 0.75% 45
2013
Q2 		$874K Buy
+57,861
New +$2.95M 0.22% 67

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BIT
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Perennial Investment Partners's BEN Position: Q4 2013 in Review

Perennial Investment Partners sold out of Franklin Resources (BEN) in Q4 2013, closing a stake of 57,861 shares — an estimated $2.92M sold.

Perennial Investment Partners first reported a position in BEN in Q2 2013 and held it in 2 quarters. The position peaked at $2.92M in Q3 2013. 605 funds tracked by Wall St. Rank hold BEN as of Q4 2013.

  • Perennial Investment Partners reported no remaining Franklin Resources position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 57,861 Franklin Resources shares in Q4 2013, an estimated $2.92M.
  • Perennial Investment Partners first reported a position in Franklin Resources in Q2 2013 and held it in 2 quarters.
  • Perennial Investment Partners's Franklin Resources position peaked at $2.92M in Q3 2013.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.