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Systematic Financial Management’s Franklin Templeton BEN Stock Holding History

Systematic Financial 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
2013
Q3 		– Sell
-259,758
Closed -$11.8M – 647
2013
Q2 		$11.8M Buy
+259,758
New +$13.2M 0.1% 195

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Harris Associates
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systematic Financial Management's BEN Position: Q3 2013 in Review

Systematic Financial Management sold out of Franklin Templeton (BEN) in Q3 2013, closing a stake of 259,758 shares — an estimated $11.8M sold.

Systematic Financial Management first reported a position in BEN in Q2 2013 and held it in 1 quarter. The position peaked at $11.8M in Q2 2013. 571 funds tracked by Wall St. Rank hold BEN as of Q3 2013.

  • Systematic Financial Management reported no remaining Franklin Templeton position as of Q3 2013 after selling out during the quarter.
  • Systematic Financial Management sold 259,758 Franklin Templeton shares in Q3 2013, an estimated $11.8M.
  • Systematic Financial Management first reported a position in Franklin Templeton in Q2 2013 and held it in 1 quarter.
  • Systematic Financial Management's Franklin Templeton position peaked at $11.8M in Q2 2013.
  • 571 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2013.

Based on Systematic Financial Management's 13F filing for Q3 2013, filed 12 Nov 2013.