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Scotia Institutional Investments US’s Franklin Resources BEN Stock Holding History

Scotia Institutional Investments US’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
Q3 		– Sell
-531
Closed -$24K – 33
2013
Q2 		$24K Buy
+531
New +$27K 0.05% 30

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State Street
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BIT
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
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Scotia Institutional Investments US's BEN Position: Q3 2013 in Review

Scotia Institutional Investments US sold out of Franklin Resources (BEN) in Q3 2013, closing a stake of 531 shares — an estimated $24K sold.

Scotia Institutional Investments US first reported a position in BEN in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 571 funds tracked by Wall St. Rank hold BEN as of Q3 2013.

  • Scotia Institutional Investments US reported no remaining Franklin Resources position as of Q3 2013 after selling out during the quarter.
  • Scotia Institutional Investments US sold 531 Franklin Resources shares in Q3 2013, an estimated $24K.
  • Scotia Institutional Investments US first reported a position in Franklin Resources in Q2 2013 and held it in 1 quarter.
  • Scotia Institutional Investments US's Franklin Resources position peaked at $24K in Q2 2013.
  • 571 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.