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Citizens Business Bank’s Franklin Resources BEN Stock Holding History

Citizens Business Bank’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-6,845
Closed -$395K – 284
2013
Q4 		$395K Sell
6,845
-5,500
-45% -$296K 0.08% 226
2013
Q3 		$624K Hold
12,345
– – 0.13% 175
2013
Q2 		$560K Buy
+12,345
New +$628K 0.12% 170

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Citizens Business Bank's BEN Position: Q1 2014 in Review

Citizens Business Bank sold out of Franklin Resources (BEN) in Q1 2014, closing a stake of 6,845 shares — an estimated $395K sold.

Citizens Business Bank first reported a position in BEN in Q2 2013 and held it in 3 quarters. The position peaked at $624K in Q3 2013. 589 funds tracked by Wall St. Rank hold BEN as of Q1 2014.

  • Citizens Business Bank reported no remaining Franklin Resources position as of Q1 2014 after selling out during the quarter.
  • Citizens Business Bank sold 6,845 Franklin Resources shares in Q1 2014, an estimated $395K.
  • Citizens Business Bank first reported a position in Franklin Resources in Q2 2013 and held it in 3 quarters.
  • Citizens Business Bank's Franklin Resources position peaked at $624K in Q3 2013.
  • 589 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2014.

Based on Citizens Business Bank's 13F filing for Q1 2014, filed 18 Nov 2022.