TSWM
BEN icon

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

Triangle Securities 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
2013
Q3 		– Sell
-1,725
Closed -$78K – 143
2013
Q2 		$78K Buy
+1,725
New +$87.8K 0.06% 196

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Triangle Securities Wealth Management sold out of Franklin Templeton (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 Templeton position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,725 Franklin Templeton shares in Q3 2013, an estimated $78K.
  • Triangle Securities Wealth Management first reported a position in Franklin Templeton in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Franklin Templeton position peaked at $78K in Q2 2013.
  • 571 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2013.

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