Private Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-7,500
| Closed | -$410K | – | 149 |
|
|
2014
Q3 | $410K | Hold |
7,500
| – | – | 0.09% | 130 |
|
|
2014
Q2 | $434K | Hold |
7,500
| – | – | 0.1% | 125 |
|
|
2014
Q1 | $406K | Hold |
7,500
| – | – | 0.1% | 122 |
|
|
2013
Q4 | $433K | Hold |
7,500
| – | – | 0.1% | 133 |
|
|
2013
Q3 | $379K | Hold |
7,500
| – | – | 0.09% | 133 |
|
|
2013
Q2 | $340K | Buy |
+7,500
| New | +$340K | 0.08% | 136 |
|