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Sanibel Captiva Investment Advisers’s Franklin Resources BEN Stock Holding History

Sanibel Captiva Investment Advisers’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 		$675K Buy
11,690
+4,550
+64% +$245K 0.42% 68
2013
Q3 		$361K Buy
+7,140
New +$345K 0.28% 77

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.37T AUM 44.26% 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 16.26% 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 $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sanibel Captiva Investment Advisers's BEN Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Franklin Resources (BEN) stake by 64% in Q4 2013, buying an estimated $245K and bringing the position to 11,690 shares worth $675K. The position accounts for 0.42% of the portfolio, ranked #68.

Sanibel Captiva Investment Advisers first reported a position in BEN in Q3 2013 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold BEN as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 11,690 shares of Franklin Resources worth $675K as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 4,550 Franklin Resources shares in Q4 2013, an estimated $245K.
  • Franklin Resources made up 0.42% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #68 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Franklin Resources in Q3 2013 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.