Shelter Mutual Insurance’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-91,010
Closed -$2.7M 45
2018
Q4
$2.7M Hold
91,010
0.86% 40
2018
Q3
$2.77M Hold
91,010
0.77% 43
2018
Q2
$2.92M Sell
91,010
-10,200
-10% -$327K 0.86% 43
2018
Q1
$3.51M Hold
101,210
1.05% 39
2017
Q4
$4.39M Hold
101,210
1.31% 34
2017
Q3
$4.51M Sell
101,210
-9,400
-8% -$418K 1.41% 34
2017
Q2
$4.95M Hold
110,610
1.52% 32
2017
Q1
$4.66M Hold
110,610
1.43% 34
2016
Q4
$4.38M Hold
110,610
1.35% 35
2016
Q3
$3.93M Hold
110,610
1.22% 37
2016
Q2
$3.69M Hold
110,610
1.12% 37
2016
Q1
$4.32M Hold
110,610
1.33% 33
2015
Q4
$4.07M Hold
110,610
1.27% 34
2015
Q3
$4.12M Hold
110,610
1.35% 32
2015
Q2
$5.42M Hold
110,610
1.63% 31
2015
Q1
$5.68M Hold
110,610
1.78% 30
2014
Q4
$6.13M Hold
110,610
1.65% 33
2014
Q3
$6.04M Hold
110,610
1.66% 31
2014
Q2
$6.37M Hold
110,610
1.74% 30
2014
Q1
$5.99M Hold
110,610
1.65% 32
2013
Q4
$6.39M Hold
110,610
1.69% 32
2013
Q3
$5.59M Hold
110,610
1.6% 34
2013
Q2
$5.02M Buy
+110,610
New +$5.02M 1.48% 36