IMS Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+9,610
| New | +$229K | 0.11% | 137 |
|
|
2022
Q2 | – | Sell |
-9,967
| Closed | -$278K | – | 141 |
|
|
2022
Q1 | $278K | Buy |
+9,967
| New | +$278K | 0.15% | 122 |
|
|
2021
Q4 | – | Sell |
-10,861
| Closed | -$323K | – | 138 |
|
|
2021
Q3 | $323K | Buy |
+10,861
| New | +$323K | 0.19% | 97 |
|
|
2018
Q4 | – | Sell |
-721
| Closed | -$22K | – | 145 |
|
|
2018
Q3 | $22K | Sell |
721
-4,298
| -86% | -$131K | 0.01% | 243 |
|
|
2018
Q2 | $161K | Buy |
+5,019
| New | +$161K | 0.1% | 143 |
|
|
2015
Q3 | – | Sell |
-11,179
| Closed | -$548K | – | 132 |
|
|
2015
Q2 | $548K | Buy |
11,179
+7,100
| +174% | +$348K | 0.65% | 63 |
|
|
2015
Q1 | $209K | Buy |
4,079
+240
| +6% | +$12.3K | 0.23% | 136 |
|
|
2014
Q4 | $213K | Buy |
3,839
+100
| +3% | +$5.55K | 0.24% | 132 |
|
|
2014
Q3 | $204K | Hold |
3,739
| – | – | 0.24% | 146 |
|
|
2014
Q2 | $216K | Hold |
3,739
| – | – | 0.24% | 138 |
|
|
2014
Q1 | $203K | Buy |
+3,739
| New | +$203K | 0.24% | 138 |
|