Peninsula Asset 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 |
-40,885
| Closed | -$1.24M | – | 47 |
|
|
2018
Q3 | $1.24M | Sell |
40,885
-265
| -0.6% | -$8.06K | 0.86% | 38 |
|
|
2018
Q2 | $1.32M | Sell |
41,150
-750
| -2% | -$24K | 0.96% | 38 |
|
|
2018
Q1 | $1.45M | Sell |
41,900
-95
| -0.2% | -$3.29K | 1.06% | 37 |
|
|
2017
Q4 | $1.82M | Sell |
41,995
-425
| -1% | -$18.4K | 1.35% | 32 |
|
|
2017
Q3 | $1.89M | Buy |
42,420
+440
| +1% | +$19.6K | 1.39% | 35 |
|
|
2017
Q2 | $1.88M | Buy |
+41,980
| New | +$1.88M | 1.41% | 36 |
|