Aris Wealth Services’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$7K Sell
175
-6,523
-97% -$261K 0.01% 253
2015
Q2
$328K Hold
6,698
0.3% 84
2015
Q1
$344K Sell
6,698
-1,960
-23% -$101K 0.32% 81
2014
Q4
$479K Buy
+8,658
New +$479K 0.53% 72