Kavar Capital Partners Group’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-300
Closed -$16K 154
2014
Q1
$16K Hold
300
0.01% 275
2013
Q4
$17K Buy
+300
New +$16.2K 0.02% 254

Other funds holding BEN

Kavar Capital Partners Group's BEN Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Franklin Resources (BEN) in Q2 2014, closing a stake of 300 shares — an estimated $16K sold.

Kavar Capital Partners Group first reported a position in BEN in Q4 2013 and held it in 2 quarters. The position peaked at $17K in Q4 2013. 600 funds tracked by Wall St. Rank hold BEN as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Franklin Resources position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 300 Franklin Resources shares in Q2 2014, an estimated $16K.
  • Kavar Capital Partners Group first reported a position in Franklin Resources in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Franklin Resources position peaked at $17K in Q4 2013.
  • 600 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.