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Partnervest Advisory Services’s Franklin Resources BEN Stock Holding History

Partnervest Advisory Services’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-255
Closed -$15K – 210
2014
Q2 		$15K Hold
255
– – 0.01% 598
2014
Q1 		$14K Sell
255
-325
-56% -$17.5K 0.01% 580
2013
Q4 		$33K Hold
580
– – 0.02% 381
2013
Q3 		$29K Sell
580
-23
-4% -$1.11K 0.01% 375
2013
Q2 		$27K Buy
+603
New +$30.7K 0.01% 349

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Partnervest Advisory Services's BEN Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Franklin Resources (BEN) in Q3 2014, closing a stake of 255 shares — an estimated $15K sold.

Partnervest Advisory Services first reported a position in BEN in Q2 2013 and held it in 5 quarters. The position peaked at $33K in Q4 2013. 595 funds tracked by Wall St. Rank hold BEN as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Franklin Resources position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 255 Franklin Resources shares in Q3 2014, an estimated $15K.
  • Partnervest Advisory Services first reported a position in Franklin Resources in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Franklin Resources position peaked at $33K in Q4 2013.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.