Lilley & Co’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $4.05M | Buy |
70,009
+563
| +0.8% | +$32.6K | 1.8% | 22 |
|
|
2014
Q1 | $3.76M | Buy |
69,446
+1,871
| +3% | +$101K | 1.72% | 22 |
|
|
2013
Q4 | $3.9M | Buy |
67,575
+2,104
| +3% | +$121K | 1.82% | 19 |
|
|
2013
Q3 | $3.31M | Sell |
65,471
-1,123
| -2% | -$56.8K | 1.73% | 19 |
|
|
2013
Q2 | $3.02M | Buy |
+66,594
| New | +$3.02M | 1.64% | 22 |
|