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Suncoast Equity Management’s Franklin Templeton BEN Stock Holding History

Suncoast Equity Management’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
-168,148
Closed -$9.31M – 21
2014
Q4 		$9.31M Buy
168,148
+63,640
+61% +$3.52M 5.1% 12
2014
Q3 		$5.71M Sell
104,508
-1,735
-2% -$97.2K 5.33% 12
2014
Q2 		$6.14M Buy
106,243
+2,475
+2% +$135K 5.96% 7
2014
Q1 		$5.62M Buy
103,768
+3,560
+4% +$192K 5.68% 8
2013
Q4 		$5.79M Buy
100,208
+1,420
+1% +$76.5K 5.87% 8
2013
Q3 		$4.99M Buy
98,788
+1,825
+2% +$88.1K 5.84% 7
2013
Q2 		$4.4M Buy
+96,963
New +$4.94M 5.62% 6

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 $3.37T AUM 44.26% 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

Suncoast Equity Management's BEN Position: Q1 2015 in Review

Suncoast Equity Management sold out of Franklin Templeton (BEN) in Q1 2015, closing a stake of 168,148 shares — an estimated $9.31M sold.

Suncoast Equity Management first reported a position in BEN in Q2 2013 and held it in 7 quarters. The position peaked at $9.31M in Q4 2014. 608 funds tracked by Wall St. Rank hold BEN as of Q1 2015.

  • Suncoast Equity Management reported no remaining Franklin Templeton position as of Q1 2015 after selling out during the quarter.
  • Suncoast Equity Management sold 168,148 Franklin Templeton shares in Q1 2015, an estimated $9.31M.
  • Suncoast Equity Management first reported a position in Franklin Templeton in Q2 2013 and held it in 7 quarters.
  • Suncoast Equity Management's Franklin Templeton position peaked at $9.31M in Q4 2014.
  • 608 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2015.

Based on Suncoast Equity Management's 13F filing for Q1 2015, filed 14 May 2015.