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Wilmington Trust Investment Management’s Franklin Resources BEN Stock Holding History

Wilmington Trust 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 		$522K Buy
9,030
+500
+6% +$27.4K 0.11% 145
2014
Q1 		$462K Buy
8,530
+400
+5% +$21.5K 0.09% 167
2013
Q4 		$469K Hold
8,130
– – 0.09% 187
2013
Q3 		$411K Hold
8,130
– – 0.09% 205
2013
Q2 		$369K Buy
+8,130
New +$414K 0.08% 225

Other funds holding BEN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilmington Trust Investment Management's BEN Position: Q2 2014 in Review

Wilmington Trust Investment Management increased its Franklin Resources (BEN) stake by 5.9% in Q2 2014, buying an estimated $27.4K and bringing the position to 9,030 shares worth $522K. The position accounts for 0.11% of the portfolio, ranked #145.

Wilmington Trust Investment Management first reported a position in BEN in Q2 2013 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold BEN as of Q2 2014.

  • Wilmington Trust Investment Management held 9,030 shares of Franklin Resources worth $522K as of Q2 2014.
  • Wilmington Trust Investment Management bought 500 Franklin Resources shares in Q2 2014, an estimated $27.4K.
  • Franklin Resources made up 0.11% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #145 holding.
  • Wilmington Trust Investment Management first reported a position in Franklin Resources in Q2 2013 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.