Santa Fe Partners’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 |
-99,369
| Closed | -$3.7M | – | 454 |
|
|
2015
Q3 | $3.7M | Buy |
+99,369
| New | +$3.7M | 0.49% | 38 |
|
|
2014
Q3 | – | Sell |
-15,417
| Closed | -$892K | – | 506 |
|
|
2014
Q2 | $892K | Buy |
+15,417
| New | +$892K | 0.13% | 288 |
|
|
2013
Q3 | – | Sell |
-12,954
| Closed | -$587K | – | 469 |
|
|
2013
Q2 | $587K | Buy |
+12,954
| New | +$587K | 0.12% | 298 |
|