Boston Private Bank & Trust’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $213K | Sell |
4,147
-360
| -8% | -$18.5K | 0.01% | 386 |
|
2014
Q4 | $250K | Hold |
4,507
| – | – | 0.01% | 370 |
|
2014
Q3 | $246K | Sell |
4,507
-420
| -9% | -$22.9K | 0.01% | 367 |
|
2014
Q2 | $285K | Buy |
4,927
+429
| +10% | +$24.8K | 0.01% | 352 |
|
2014
Q1 | $244K | Buy |
4,498
+21
| +0.5% | +$1.14K | 0.01% | 376 |
|
2013
Q4 | $258K | Hold |
4,477
| – | – | 0.01% | 365 |
|
2013
Q3 | $226K | Buy |
4,477
+910
| +26% | +$45.9K | 0.01% | 368 |
|
2013
Q2 | $162K | Buy |
+3,567
| New | +$162K | 0.01% | 393 |
|