Jupiter Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-136,219
| Closed | -$3.54M | – | 375 |
|
|
2019
Q4 | $3.54M | Buy |
136,219
+37,241
| +38% | +$967K | 0.05% | 250 |
|
|
2019
Q3 | $2.86M | Buy |
+98,978
| New | +$2.86M | 0.04% | 288 |
|
|
2019
Q1 | – | Sell |
-6,300
| Closed | -$186K | – | 356 |
|
|
2018
Q4 | $186K | Buy |
+6,300
| New | +$186K | ﹤0.01% | 324 |
|
|
2018
Q3 | – | Sell |
-5,520
| Closed | -$176K | – | 368 |
|
|
2018
Q2 | $176K | Sell |
5,520
-31,869
| -85% | -$1.02M | ﹤0.01% | 346 |
|
|
2018
Q1 | $1.3M | Buy |
37,389
+24,289
| +185% | +$842K | 0.01% | 259 |
|
|
2017
Q4 | $567K | Buy |
+13,100
| New | +$567K | 0.01% | 289 |
|
|
2015
Q4 | – | Sell |
-5,100
| Closed | -$190K | – | 288 |
|
|
2015
Q3 | $190K | Buy |
+5,100
| New | +$190K | 0.01% | 283 |
|
|
2015
Q2 | – | Sell |
-1,900
| Closed | -$97K | – | 280 |
|
|
2015
Q1 | $97K | Sell |
1,900
-30,700
| -94% | -$1.57M | ﹤0.01% | 305 |
|
|
2014
Q4 | $1.81M | Buy |
+32,600
| New | +$1.81M | 0.06% | 216 |
|
|
2014
Q2 | – | Sell |
-1,147
| Closed | -$62K | – | 334 |
|
|
2014
Q1 | $62K | Hold |
1,147
| – | – | ﹤0.01% | 312 |
|
|
2013
Q4 | $66K | Sell |
1,147
-27,926
| -96% | -$1.61M | 0.01% | 319 |
|
|
2013
Q3 | $1.47M | Sell |
29,073
-196,335
| -87% | -$9.92M | 0.14% | 185 |
|
|
2013
Q2 | $10.2M | Buy |
+225,408
| New | +$10.2M | 1.23% | 6 |
|