Partnervest Advisory Services’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-255
| Closed | -$15K | – | 210 |
|
|
2014
Q2 | $15K | Hold |
255
| – | – | 0.01% | 594 |
|
|
2014
Q1 | $14K | Sell |
255
-325
| -56% | -$17.8K | 0.01% | 578 |
|
|
2013
Q4 | $33K | Hold |
580
| – | – | 0.02% | 381 |
|
|
2013
Q3 | $29K | Sell |
580
-23
| -4% | -$1.15K | 0.01% | 375 |
|
|
2013
Q2 | $27K | Buy |
+603
| New | +$27K | 0.01% | 349 |
|