Investors Capital Advisory Services’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-35,740
| Closed | -$2.07M | – | 707 |
|
|
2014
Q2 | $2.07M | Buy |
35,740
+16,254
| +83% | +$940K | 0.33% | 67 |
|
|
2014
Q1 | $1.06M | Buy |
19,486
+13,443
| +222% | +$728K | 0.23% | 125 |
|
|
2013
Q4 | $348K | Sell |
6,043
-83
| -1% | -$4.78K | 0.08% | 343 |
|
|
2013
Q3 | $308K | Buy |
6,126
+1,008
| +20% | +$50.7K | 0.08% | 352 |
|
|
2013
Q2 | $231K | Buy |
+5,118
| New | +$231K | 0.07% | 374 |
|