Cetera Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,845
| Closed | -$398K | – | 8 |
|
|
2017
Q2 | $398K | Sell |
8,845
-1,946
| -18% | -$87.6K | 0.5% | 68 |
|
|
2017
Q1 | $455K | Sell |
10,791
-6,696
| -38% | -$282K | 0.52% | 69 |
|
|
2016
Q4 | $692K | Sell |
17,487
-2,601
| -13% | -$103K | 0.52% | 72 |
|
|
2016
Q3 | $715K | Sell |
20,088
-2,217
| -10% | -$78.9K | 0.46% | 76 |
|
|
2016
Q2 | $744K | Sell |
22,305
-2,472
| -10% | -$82.5K | 0.44% | 79 |
|
|
2016
Q1 | $968K | Sell |
24,777
-1,319
| -5% | -$51.5K | 0.5% | 71 |
|
|
2015
Q4 | $954K | Buy |
+26,096
| New | +$954K | 0.39% | 96 |
|