Novare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-104,788
| Closed | -$3.36M | – | 137 |
|
|
2018
Q3 | $3.36M | Buy |
104,788
+435
| +0.4% | +$13.9K | 0.54% | 70 |
|
|
2018
Q2 | $3.35M | Buy |
104,353
+8,112
| +8% | +$260K | 0.57% | 72 |
|
|
2018
Q1 | $3.34M | Buy |
96,241
+7,890
| +9% | +$274K | 0.58% | 71 |
|
|
2017
Q4 | $3.83M | Buy |
88,351
+1,010
| +1% | +$43.8K | 0.65% | 68 |
|
|
2017
Q3 | $3.89M | Buy |
+87,341
| New | +$3.89M | 0.68% | 70 |
|