Douglass Winthrop Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.19M | Sell |
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|
2019
Q2 | $3.9M | Sell |
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|
2019
Q1 | $3.73M | Sell |
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|
2018
Q4 | $3.37M | Sell |
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|
2018
Q3 | $3.52M | Sell |
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|
2018
Q2 | $4.2M | Buy |
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|
2018
Q1 | $4.49M | Hold |
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|
2017
Q4 | $5.61M | Sell |
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|
2017
Q3 | $6.15M | Sell |
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|
2017
Q2 | $6.22M | Sell |
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|
2017
Q1 | $5.99M | Sell |
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|
2016
Q4 | $8.46M | Buy |
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|
2016
Q3 | $7.27M | Hold |
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|
2016
Q2 | $6.82M | Buy |
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|
2016
Q1 | $4.21M | Buy |
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|
2015
Q4 | $2.87M | Buy |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $466K | Hold |
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|
2015
Q1 | $466K | Sell |
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|
2014
Q4 | $505K | Buy |
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|
2014
Q3 | $496K | Hold |
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|
2014
Q2 | $526K | Hold |
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|
2014
Q1 | $492K | Buy |
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|
2013
Q4 | $520K | Hold |
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|
2013
Q3 | $455K | Hold |
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|
2013
Q2 | $408K | Buy |
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