Laird Norton Wetherby Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,108
| Closed | -$281K | – | 645 |
|
|
2018
Q1 | $281K | Sell |
8,108
-659
| -8% | -$22.8K | 0.04% | 494 |
|
|
2017
Q4 | $379K | Sell |
8,767
-2,832
| -24% | -$122K | 0.05% | 418 |
|
|
2017
Q3 | $516K | Buy |
11,599
+25
| +0.2% | +$1.11K | 0.08% | 323 |
|
|
2017
Q2 | $518K | Buy |
11,574
+223
| +2% | +$9.98K | 0.09% | 292 |
|
|
2017
Q1 | $478K | Sell |
11,351
-2,453
| -18% | -$103K | 0.09% | 302 |
|
|
2016
Q4 | $546K | Sell |
13,804
-2,305
| -14% | -$91.2K | 0.11% | 251 |
|
|
2016
Q3 | $573K | Buy |
16,109
+161
| +1% | +$5.73K | 0.12% | 222 |
|
|
2016
Q2 | $533K | Sell |
15,948
-1,193
| -7% | -$39.9K | 0.12% | 210 |
|
|
2016
Q1 | $669K | Buy |
17,141
+4,429
| +35% | +$173K | 0.16% | 147 |
|
|
2015
Q4 | $468K | Buy |
12,712
+370
| +3% | +$13.6K | 0.11% | 216 |
|
|
2015
Q3 | $460K | Buy |
12,342
+2,253
| +22% | +$84K | 0.12% | 211 |
|
|
2015
Q2 | $495K | Buy |
10,089
+96
| +1% | +$4.71K | 0.12% | 208 |
|
|
2015
Q1 | $513K | Buy |
9,993
+1,940
| +24% | +$99.6K | 0.12% | 198 |
|
|
2014
Q4 | $446K | Sell |
8,053
-212
| -3% | -$11.7K | 0.11% | 206 |
|
|
2014
Q3 | $451K | Buy |
8,265
+1,817
| +28% | +$99.1K | 0.13% | 197 |
|
|
2014
Q2 | $373K | Buy |
6,448
+19
| +0.3% | +$1.1K | 0.11% | 244 |
|
|
2014
Q1 | $348K | Sell |
6,429
-106
| -2% | -$5.74K | 0.1% | 264 |
|
|
2013
Q4 | $377K | Buy |
6,535
+818
| +14% | +$47.2K | 0.11% | 237 |
|
|
2013
Q3 | $289K | Buy |
5,717
+41
| +0.7% | +$2.07K | 0.09% | 276 |
|
|
2013
Q2 | $257K | Buy |
+5,676
| New | +$257K | 0.09% | 277 |
|