Lucus Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,185
| Closed | -$449K | – | 275 |
|
|
2015
Q4 | $449K | Buy |
12,185
+782
| +7% | +$28.8K | 0.27% | 105 |
|
|
2015
Q3 | $425K | Buy |
11,403
+1,201
| +12% | +$44.8K | 0.24% | 215 |
|
|
2015
Q2 | $500K | Buy |
10,202
+2,429
| +31% | +$119K | 0.24% | 152 |
|
|
2015
Q1 | $399K | Buy |
+7,773
| New | +$399K | 0.2% | 222 |
|