RC
BEN icon

RegentAtlantic Capital’s Franklin Templeton BEN Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-1,060
Closed -$58.7K – 413
2014
Q4 		$58.7K Buy
+1,060
New +$58.6K 0.01% 554

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

RegentAtlantic Capital's BEN Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Franklin Templeton (BEN) in Q1 2015, closing a stake of 1,060 shares — an estimated $58.7K sold.

RegentAtlantic Capital first reported a position in BEN in Q4 2014 and held it in 1 quarter. The position peaked at $58.7K in Q4 2014. 608 funds tracked by Wall St. Rank hold BEN as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Franklin Templeton position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 1,060 Franklin Templeton shares in Q1 2015, an estimated $58.7K.
  • RegentAtlantic Capital first reported a position in Franklin Templeton in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Franklin Templeton position peaked at $58.7K in Q4 2014.
  • 608 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.