Waverton Investment Management
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Waverton Investment Management’s Franklin Templeton BEN Stock Holding History

Waverton Investment 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
Q2 		– Sell
-103,941
Closed -$5.63M – 102
2014
Q1 		$5.63M Buy
103,941
+540
+0.5% +$29.1K 0.27% 60
2013
Q4 		$5.97M Sell
103,401
-19,700
-16% -$1.06M 0.31% 55
2013
Q3 		$6.22M Buy
+123,101
New +$5.94M 0.37% 50

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Waverton Investment Management's BEN Position: Q2 2014 in Review

Waverton Investment Management sold out of Franklin Templeton (BEN) in Q2 2014, closing a stake of 103,941 shares — an estimated $5.63M sold.

Waverton Investment Management first reported a position in BEN in Q3 2013 and held it in 3 quarters. The position peaked at $6.22M in Q3 2013. 600 funds tracked by Wall St. Rank hold BEN as of Q2 2014.

  • Waverton Investment Management reported no remaining Franklin Templeton position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 103,941 Franklin Templeton shares in Q2 2014, an estimated $5.63M.
  • Waverton Investment Management first reported a position in Franklin Templeton in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Franklin Templeton position peaked at $6.22M in Q3 2013.
  • 600 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.