Princeton Alpha Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-58,336
| Closed | -$2.17M | – | 723 |
|
|
2015
Q3 | $2.17M | Buy |
+58,336
| New | +$2.17M | 0.45% | 36 |
|
|
2015
Q2 | – | Sell |
-16,616
| Closed | -$853K | – | 707 |
|
|
2015
Q1 | $853K | Buy |
16,616
+11,395
| +218% | +$585K | 0.18% | 159 |
|
|
2014
Q4 | $289K | Sell |
5,221
-671
| -11% | -$37.1K | 0.08% | 449 |
|
|
2014
Q3 | $322K | Buy |
5,892
+2,008
| +52% | +$110K | 0.07% | 396 |
|
|
2014
Q2 | $225K | Buy |
+3,884
| New | +$225K | 0.05% | 545 |
|