Suncoast Equity Management’s Franklin Resources 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SAM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VVP

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

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

Suncoast Equity Management sold out of Franklin Resources (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 Resources position as of Q1 2015 after selling out during the quarter.
Suncoast Equity Management sold 168,148 Franklin Resources shares in Q1 2015, an estimated $9.31M.
Suncoast Equity Management first reported a position in Franklin Resources in Q2 2013 and held it in 7 quarters.
Suncoast Equity Management's Franklin Resources position peaked at $9.31M in Q4 2014.
608 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2015.

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