Bingham Osborn & Scarborough’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,972
| Closed | -$208K | – | 154 |
|
|
2019
Q2 | $208K | Buy |
+5,972
| New | +$208K | 0.02% | 141 |
|
|
2018
Q3 | – | Sell |
-7,289
| Closed | -$234K | – | 147 |
|
|
2018
Q2 | $234K | Buy |
7,289
+96
| +1% | +$3.08K | 0.02% | 127 |
|
|
2018
Q1 | $249K | Hold |
7,193
| – | – | 0.02% | 122 |
|
|
2017
Q4 | $312K | Sell |
7,193
-695
| -9% | -$30.1K | 0.03% | 104 |
|
|
2017
Q3 | $351K | Hold |
7,888
| – | – | 0.03% | 90 |
|
|
2017
Q2 | $353K | Hold |
7,888
| – | – | 0.03% | 86 |
|
|
2017
Q1 | $332K | Sell |
7,888
-10
| -0.1% | -$421 | 0.03% | 90 |
|
|
2016
Q4 | $313K | Buy |
7,898
+10
| +0.1% | +$396 | 0.03% | 90 |
|
|
2016
Q3 | $281K | Sell |
7,888
-47
| -0.6% | -$1.67K | 0.03% | 94 |
|
|
2016
Q2 | $265K | Buy |
7,935
+47
| +0.6% | +$1.57K | 0.03% | 98 |
|
|
2016
Q1 | $308K | Hold |
7,888
| – | – | 0.04% | 89 |
|
|
2015
Q4 | $290K | Buy |
+7,888
| New | +$290K | 0.04% | 88 |
|
|
2015
Q3 | – | Sell |
-4,333
| Closed | -$212K | – | 113 |
|
|
2015
Q2 | $212K | Buy |
+4,333
| New | +$212K | 0.03% | 109 |
|