Matterhorn Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-62,563
| Closed | -$3.42M | – | 51 |
|
|
2014
Q3 | $3.42M | Buy |
62,563
+1,479
| +2% | +$80.8K | 1.53% | 32 |
|
|
2014
Q2 | $3.53M | Sell |
61,084
-11,255
| -16% | -$651K | 1.57% | 23 |
|
|
2014
Q1 | $3.88M | Sell |
72,339
-1,379
| -2% | -$74K | 1.79% | 24 |
|
|
2013
Q4 | $4.26M | Sell |
73,718
-205
| -0.3% | -$11.8K | 1.96% | 19 |
|
|
2013
Q3 | $3.74M | Sell |
73,923
-30
| -0% | -$1.52K | 1.87% | 20 |
|
|
2013
Q2 | $3.35M | Buy |
+73,953
| New | +$3.35M | 1.85% | 24 |
|