Bray Capital Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,656
| Closed | -$356K | – | 93 |
|
|
2015
Q4 | $356K | Buy |
9,656
+605
| +7% | +$22.3K | 0.23% | 88 |
|
|
2015
Q3 | $337K | Sell |
9,051
-3,774
| -29% | -$141K | 0.21% | 93 |
|
|
2015
Q2 | $629K | Buy |
12,825
+210
| +2% | +$10.3K | 0.36% | 80 |
|
|
2015
Q1 | $647K | Buy |
12,615
+2,677
| +27% | +$137K | 0.38% | 85 |
|
|
2014
Q4 | $550K | Buy |
+9,938
| New | +$550K | 0.36% | 82 |
|