FIDUCIARY TRUST COMPANY INTERNATIONAL OF PENNSYLVANIA

RADNOR, PA Trust How do I update this listing?

Fiduciary Trust Company International OF Pennsylvania is based out of Radnor. Whalewisdom has at least 32 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

Top Buys

  • Name% Change

06/30/2020

Top Sells

  • Name% Change

06/30/2020

13F Holdings Summary

FIDUCIARY TRUST COMPANY INTERNATIONAL OF PENNSYLVANIA filed under a combined 13F through FRANKLIN RESOURCES INC for 06/30/2020

03/31/2020

13F Activity

  • Market Value $2.141 Billion
  • Prior Market Value $2.69 Billion
  • New Purchases62 stocks
  • Additional Purchases89 stocks
  • Sold out of32 stocks
  • Reduced holdings in163 stocks
  • Top 10 Holdings % 24.01 %
  • Turnover % [1]:26.78%
  • Turnover Alt % [2]: 28.79 %
  • Time Held Top20:10.40 quarters
  • Time Held Top10:8.10 quarters
  • Time Held All:17.54 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.72%
Performance Last 4 Quarters: 1.09%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

Elevate your investments