Convergence Investment Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-41,469
| Closed | -$1.23M | – | 310 |
|
|
2018
Q4 | $1.23M | Buy |
+41,469
| New | +$1.23M | 0.28% | 133 |
|
|
2018
Q2 | – | Sell |
-1,129
| Closed | -$39K | – | 373 |
|
|
2018
Q1 | $39K | Buy |
+1,129
| New | +$39K | 0.01% | 477 |
|
|
2017
Q3 | – | Sell |
-8,444
| Closed | -$378K | – | 330 |
|
|
2017
Q2 | $378K | Buy |
+8,444
| New | +$378K | 0.06% | 312 |
|
|
2017
Q1 | – | Sell |
-7,856
| Closed | -$311K | – | 337 |
|
|
2016
Q4 | $311K | Buy |
+7,856
| New | +$311K | 0.04% | 287 |
|