Alera Investment Advisors’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-245
Closed -$8K 177
2019
Q1
$8K Sell
245
-5
-2% -$163 ﹤0.01% 509
2018
Q4
$7K Buy
+250
New +$7K ﹤0.01% 514