FAM
Formidable Asset Management’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,065
| Closed | -$283K | – | 496 |
|
|
2015
Q4 | $283K | Sell |
8,065
-210
| -3% | -$7.37K | 0.2% | 112 |
|
|
2015
Q3 | $308K | Hold |
8,275
| – | – | 0.21% | 108 |
|
|
2015
Q2 | $406K | Hold |
8,275
| – | – | 0.26% | 90 |
|
|
2015
Q1 | $426K | Buy |
+8,275
| New | +$426K | 0.28% | 82 |
|
|
2014
Q4 | – | Sell |
-8,355
| Closed | -$465K | – | 78 |
|
|
2014
Q3 | $465K | Sell |
8,355
-470
| -5% | -$26.2K | 0.31% | 76 |
|
|
2014
Q2 | $510K | Buy |
8,825
+450
| +5% | +$26K | 0.31% | 80 |
|
|
2014
Q1 | $431K | Hold |
8,375
| – | – | 0.3% | 70 |
|
|
2013
Q4 | $437K | Sell |
8,375
-210
| -2% | -$11K | 0.29% | 80 |
|
|
2013
Q3 | $437K | Buy |
+8,585
| New | +$437K | 0.38% | 69 |
|