Symphony Asset Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-20,542
| Closed | -$802K | – | 358 |
|
|
2016
Q1 | $802K | Sell |
20,542
-17,128
| -45% | -$669K | 0.09% | 211 |
|
|
2015
Q4 | $1.39M | Buy |
+37,670
| New | +$1.39M | 0.15% | 155 |
|
|
2013
Q4 | – | Sell |
-38,982
| Closed | -$1.97M | – | 439 |
|
|
2013
Q3 | $1.97M | Buy |
38,982
+17,601
| +82% | +$889K | 0.2% | 113 |
|
|
2013
Q2 | $970K | Buy |
+21,381
| New | +$970K | 0.09% | 189 |
|