AWCI
Alpine Woods Capital Investors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-423,000
| Closed | -$14.7M | – | 260 |
|
|
2018
Q1 | $14.7M | Buy |
+423,000
| New | +$14.7M | 0.78% | 38 |
|
|
2014
Q3 | – | Sell |
-13,000
| Closed | -$752 | – | 463 |
|
|
2014
Q2 | $752 | Hold |
13,000
| – | – | 0.02% | 264 |
|
|
2014
Q1 | $704K | Buy |
+13,000
| New | +$704K | 0.04% | 248 |
|