Suncoast Equity 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
Q1 | – | Sell |
-168,148
| Closed | -$9.31M | – | 21 |
|
|
2014
Q4 | $9.31M | Buy |
168,148
+63,640
| +61% | +$3.52M | 5.1% | 12 |
|
|
2014
Q3 | $5.71M | Sell |
104,508
-1,735
| -2% | -$94.7K | 5.33% | 12 |
|
|
2014
Q2 | $6.15M | Buy |
106,243
+2,475
| +2% | +$143K | 5.96% | 7 |
|
|
2014
Q1 | $5.62M | Buy |
103,768
+3,560
| +4% | +$193K | 5.68% | 8 |
|
|
2013
Q4 | $5.79M | Buy |
100,208
+1,420
| +1% | +$82K | 5.87% | 8 |
|
|
2013
Q3 | $4.99M | Buy |
98,788
+1,825
| +2% | +$92.3K | 5.84% | 7 |
|
|
2013
Q2 | $4.4M | Buy |
+96,963
| New | +$4.4M | 5.62% | 6 |
|