Sumitomo Life Insurance’s Franklin Resources BEN Stock Holding History

Sumitomo Life Insurance’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 Q2	–	Sell	-18,283	Closed	-$938K	–	295
2015 Q1	$938K	Sell	18,283 -25,420	-58%	-$1.35M	0.1%	257
2014 Q4	$2.42M	Sell	43,703 -2,437	-5%	-$135K	0.24%	150
2014 Q3	$2.52M	Sell	46,140 -1,246	-3%	-$69.8K	0.25%	146
2014 Q2	$2.74M	Sell	47,386 -9,080	-16%	-$497K	0.26%	138
2014 Q1	$3.06M	Sell	56,466 -18,978	-25%	-$1.02M	0.3%	115
2013 Q4	$4.36M	Buy	75,444 +10,798	+17%	+$582K	0.39%	76
2013 Q3	$3.27M	Buy	64,646 +9,830	+18%	+$474K	0.3%	112
2013 Q2	$2.48M	Buy	+54,816	New	+$2.79M	0.24%	153

Other funds holding BEN

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sumitomo Life Insurance's BEN Position: Q2 2015 in Review

Sumitomo Life Insurance sold out of Franklin Resources (BEN) in Q2 2015, closing a stake of 18,283 shares — an estimated $938K sold.

Sumitomo Life Insurance first reported a position in BEN in Q2 2013 and held it in 8 quarters. The position peaked at $4.36M in Q4 2013. 605 funds tracked by Wall St. Rank hold BEN as of Q2 2015.

Sumitomo Life Insurance reported no remaining Franklin Resources position as of Q2 2015 after selling out during the quarter.
Sumitomo Life Insurance sold 18,283 Franklin Resources shares in Q2 2015, an estimated $938K.
Sumitomo Life Insurance first reported a position in Franklin Resources in Q2 2013 and held it in 8 quarters.
Sumitomo Life Insurance's Franklin Resources position peaked at $4.36M in Q4 2013.
605 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2015.

Based on Sumitomo Life Insurance's 13F filing for Q2 2015, filed 29 Jul 2015.