FDO Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-23,755
| Closed | -$1.03M | – | 16 |
|
|
2017
Q4 | $1.03M | Sell |
23,755
-19,142
| -45% | -$829K | 0.88% | 24 |
|
|
2017
Q3 | $1.91M | Buy |
+42,897
| New | +$1.91M | 0.76% | 34 |
|
|
2016
Q3 | – | Sell |
-23,971
| Closed | -$800K | – | 192 |
|
|
2016
Q2 | $800K | Buy |
+23,971
| New | +$800K | 0.43% | 104 |
|
|
2016
Q1 | – | Sell |
-8,985
| Closed | -$331K | – | 253 |
|
|
2015
Q4 | $331K | Buy |
+8,985
| New | +$331K | 0.19% | 184 |
|