Staton Financial Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.04M | Buy |
90,271
+445
| +0.5% | +$19.9K | 3.43% | 11 |
|
|
2017
Q1 | $3.79M | Sell |
89,826
-5,886
| -6% | -$248K | 3.25% | 13 |
|
|
2016
Q4 | $3.79M | Buy |
95,712
+7,313
| +8% | +$289K | 3.42% | 10 |
|
|
2016
Q3 | $3.14M | Buy |
88,399
+12,245
| +16% | +$436K | 2.88% | 18 |
|
|
2016
Q2 | $2.54M | Buy |
76,154
+11,142
| +17% | +$372K | 2.33% | 22 |
|
|
2016
Q1 | $2.54M | Buy |
65,012
+18,517
| +40% | +$723K | 2.43% | 22 |
|
|
2015
Q4 | $1.71M | Buy |
46,495
+17,215
| +59% | +$634K | 1.75% | 25 |
|
|
2015
Q3 | $1.09M | Buy |
29,280
+10,280
| +54% | +$383K | 1.16% | 27 |
|
|
2015
Q2 | $932K | Buy |
19,000
+4,210
| +28% | +$207K | 0.88% | 30 |
|
|
2015
Q1 | $759K | Buy |
+14,790
| New | +$759K | 0.69% | 32 |
|