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Torch Wealth Management’s Franklin Templeton BEN Stock Holding History

Torch Wealth 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
2014
Q3 		– Sell
-300
Closed -$17K – 117
2014
Q2 		$17K Hold
300
– – 0.01% 210
2014
Q1 		$16K Hold
300
– – 0.01% 221
2013
Q4 		$17K Buy
+300
New +$16.2K 0.01% 193

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCM
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BIT
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Torch Wealth Management's BEN Position: Q3 2014 in Review

Torch Wealth Management sold out of Franklin Templeton (BEN) in Q3 2014, closing a stake of 300 shares — an estimated $17K sold.

Torch Wealth Management first reported a position in BEN in Q4 2013 and held it in 3 quarters. The position peaked at $17K in Q2 2014. 596 funds tracked by Wall St. Rank hold BEN as of Q3 2014.

  • Torch Wealth Management reported no remaining Franklin Templeton position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 300 Franklin Templeton shares in Q3 2014, an estimated $17K.
  • Torch Wealth Management first reported a position in Franklin Templeton in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Franklin Templeton position peaked at $17K in Q2 2014.
  • 596 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.