Midas Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-36,700
| Closed | -$1.45M | – | 138 |
|
|
2016
Q4 | $1.45M | Hold |
36,700
| – | – | 0.68% | 73 |
|
|
2016
Q3 | $1.31M | Hold |
36,700
| – | – | 0.8% | 56 |
|
|
2016
Q2 | $1.22M | Hold |
36,700
| – | – | 0.69% | 62 |
|
|
2016
Q1 | $1.43M | Hold |
36,700
| – | – | 0.74% | 51 |
|
|
2015
Q4 | $1.35M | Buy |
36,700
+21,700
| +145% | +$799K | 0.8% | 54 |
|
|
2015
Q3 | $559K | Hold |
15,000
| – | – | 0.36% | 95 |
|
|
2015
Q2 | $735K | Hold |
15,000
| – | – | 0.4% | 97 |
|
|
2015
Q1 | $770K | Hold |
15,000
| – | – | 0.38% | 105 |
|
|
2014
Q4 | $830K | Hold |
15,000
| – | – | 0.43% | 99 |
|
|
2014
Q3 | $819K | Buy |
+15,000
| New | +$819K | 0.46% | 96 |
|
|
2014
Q2 | – | Sell |
-15,000
| Closed | -$813K | – | 115 |
|
|
2014
Q1 | $813K | Hold |
15,000
| – | – | 0.38% | 112 |
|
|
2013
Q4 | $866K | Hold |
15,000
| – | – | 0.41% | 113 |
|
|
2013
Q3 | $758K | Hold |
15,000
| – | – | 0.48% | 99 |
|
|
2013
Q2 | $680K | Buy |
+15,000
| New | +$680K | 0.45% | 101 |
|