Leuthold Group’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 |
-84,871
| Closed | -$2.94M | – | 205 |
|
|
2018
Q1 | $2.94M | Sell |
84,871
-12,955
| -13% | -$449K | 0.33% | 115 |
|
|
2017
Q4 | $4.24M | Sell |
97,826
-2,065
| -2% | -$89.5K | 0.42% | 94 |
|
|
2017
Q3 | $4.45M | Sell |
99,891
-2,243
| -2% | -$99.8K | 0.45% | 83 |
|
|
2017
Q2 | $4.58M | Sell |
102,134
-3,536
| -3% | -$158K | 0.49% | 77 |
|
|
2017
Q1 | $4.45M | Sell |
105,670
-2,349
| -2% | -$99K | 0.48% | 81 |
|
|
2016
Q4 | $4.28M | Buy |
+108,019
| New | +$4.28M | 0.48% | 89 |
|
|
2015
Q3 | – | Sell |
-97,326
| Closed | -$4.77M | – | 191 |
|
|
2015
Q2 | $4.77M | Buy |
+97,326
| New | +$4.77M | 0.45% | 87 |
|