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Winton Capital Management’s Franklin Templeton BEN Stock Holding History

Winton Capital 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
Q1 		$8.27M Sell
152,649
-71,207
-32% -$3.83M 0.06% 351
2013
Q4 		$12.9M Sell
223,856
-157,682
-41% -$8.5M 0.12% 280
2013
Q3 		$19.3M Buy
381,538
+48,103
+14% +$2.32M 0.23% 164
2013
Q2 		$15.1M Buy
+333,435
New +$17M 0.18% 200

Other funds holding BEN

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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
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 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winton Capital Management's BEN Position: Q1 2014 in Review

Winton Capital Management reduced its Franklin Templeton (BEN) stake by 32% in Q1 2014, selling an estimated $3.83M and leaving 152,649 shares worth $8.27M. The position accounts for 0.06% of the portfolio, ranked #351.

Winton Capital Management first reported a position in BEN in Q2 2013 and has held it in 4 quarters since. The position peaked at $19.3M in Q3 2013. 589 funds tracked by Wall St. Rank hold BEN as of Q1 2014.

  • Winton Capital Management held 152,649 shares of Franklin Templeton worth $8.27M as of Q1 2014.
  • Winton Capital Management sold 71,207 Franklin Templeton shares in Q1 2014, an estimated $3.83M.
  • Franklin Templeton made up 0.06% of Winton Capital Management's portfolio in Q1 2014, its #351 holding.
  • Winton Capital Management first reported a position in Franklin Templeton in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Franklin Templeton position peaked at $19.3M in Q3 2013.
  • 589 funds tracked by Wall St. Rank held Franklin Templeton as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.