CAM
Cypress Asset Management’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,130
| Closed | -$301K | – | 192 |
|
|
2015
Q2 | $301K | Sell |
6,130
-1,440
| -19% | -$70.7K | 0.06% | 169 |
|
|
2015
Q1 | $388K | Hold |
7,570
| – | – | 0.07% | 152 |
|
|
2014
Q4 | $419K | Sell |
7,570
-490
| -6% | -$27.1K | 0.08% | 153 |
|
|
2014
Q3 | $440K | Hold |
8,060
| – | – | 0.08% | 146 |
|
|
2014
Q2 | $466K | Sell |
8,060
-105
| -1% | -$6.07K | 0.08% | 145 |
|
|
2014
Q1 | $442K | Sell |
8,165
-1,270
| -13% | -$68.8K | 0.08% | 140 |
|
|
2013
Q4 | $545K | Buy |
9,435
+455
| +5% | +$26.3K | 0.09% | 130 |
|
|
2013
Q3 | $454K | Buy |
8,980
+5,920
| +193% | +$299K | 0.08% | 134 |
|
|
2013
Q2 | $416K | Buy |
+3,060
| New | +$416K | 0.08% | 142 |
|