Caprock Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,223
| Closed | -$233K | – | 452 |
|
|
2017
Q4 | $233K | Sell |
5,223
-34
| -0.6% | -$1.52K | 0.05% | 381 |
|
|
2017
Q3 | $235K | Sell |
5,257
-35
| -0.7% | -$1.57K | 0.05% | 370 |
|
|
2017
Q2 | $238K | Buy |
5,292
+305
| +6% | +$13.7K | 0.05% | 336 |
|
|
2017
Q1 | $210K | Buy |
+4,987
| New | +$210K | 0.05% | 318 |
|