Calamos Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-34,965
| Closed | -$1.91M | – | 212 |
|
|
2014
Q3 | $1.91M | Sell |
34,965
-15,019
| -30% | -$820K | 0.55% | 68 |
|
|
2014
Q2 | $2.89M | Buy |
49,984
+391
| +0.8% | +$22.6K | 0.82% | 29 |
|
|
2014
Q1 | $2.69M | Buy |
49,593
+141
| +0.3% | +$7.64K | 0.8% | 34 |
|
|
2013
Q4 | $2.86M | Sell |
49,452
-366
| -0.7% | -$21.1K | 0.88% | 30 |
|
|
2013
Q3 | $2.52M | Sell |
49,818
-37,968
| -43% | -$1.92M | 0.82% | 36 |
|
|
2013
Q2 | $3.98M | Buy |
+87,786
| New | +$3.98M | 1.41% | 12 |
|