EFS
Essex Financial Services’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,759
| Closed | -$292K | – | 307 |
|
|
2016
Q2 | $292K | Buy |
8,759
+140
| +2% | +$4.67K | 0.07% | 241 |
|
|
2016
Q1 | $337K | Sell |
8,619
-12,000
| -58% | -$469K | 0.08% | 220 |
|
|
2015
Q4 | $759K | Hold |
20,619
| – | – | 0.18% | 127 |
|
|
2015
Q3 | $768K | Hold |
20,619
| – | – | 0.2% | 122 |
|
|
2015
Q2 | $1.01M | Hold |
20,619
| – | – | 0.26% | 98 |
|
|
2015
Q1 | $1.06M | Hold |
20,619
| – | – | 0.27% | 97 |
|
|
2014
Q4 | $1.14M | Hold |
20,619
| – | – | 0.3% | 86 |
|
|
2014
Q3 | $1.13M | Hold |
20,619
| – | – | 0.34% | 75 |
|
|
2014
Q2 | $1.19M | Hold |
20,619
| – | – | 0.36% | 70 |
|
|
2014
Q1 | $1.12M | Hold |
20,619
| – | – | 0.36% | 66 |
|
|
2013
Q4 | $1.19M | Sell |
20,619
-705
| -3% | -$40.7K | 0.4% | 63 |
|
|
2013
Q3 | $1.08K | Buy |
21,324
+14,216
| +200% | +$719 | 0.34% | 60 |
|
|
2013
Q2 | $967K | Buy |
+7,108
| New | +$967K | 0.34% | 70 |
|