Triangle Securities Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q3
Sell
-1,725
Closed -$78K 143
2013
Q2
$78K Buy
+1,725
New +$87.8K 0.06% 196

Other funds holding BEN

Triangle Securities Wealth Management's BEN Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Franklin Resources (BEN) in Q3 2013, closing a stake of 1,725 shares — an estimated $78K sold.

Triangle Securities Wealth Management first reported a position in BEN in Q2 2013 and held it in 1 quarter. The position peaked at $78K in Q2 2013. 571 funds tracked by Wall St. Rank hold BEN as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Franklin Resources position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,725 Franklin Resources shares in Q3 2013, an estimated $78K.
  • Triangle Securities Wealth Management first reported a position in Franklin Resources in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Franklin Resources position peaked at $78K in Q2 2013.
  • 571 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.