Dowling & Yahnke’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $229K | Sell |
|
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|
2017
Q1 | $226K | Sell |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $207K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $240K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $313K | Sell |
|
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|
2015
Q2 | $512K | Buy |
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|
2015
Q1 | $526K | Buy |
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|
2014
Q4 | $560K | Buy |
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|
2014
Q3 | $543K | Sell |
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|
2014
Q2 | $622K | Sell |
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|
2014
Q1 | $616K | Buy |
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|
2013
Q4 | $574K | Buy |
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|
2013
Q3 | $480K | Buy |
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|
2013
Q2 | $408K | Buy |
|