Tiedemann 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
Q4 | – | Sell |
-18,776
| Closed | -$668K | – | 233 |
|
|
2017
Q3 | $668K | Sell |
18,776
-3,947
| -17% | -$140K | 0.06% | 182 |
|
|
2017
Q2 | $1.02M | Buy |
22,723
+3,274
| +17% | +$147K | 0.07% | 215 |
|
|
2017
Q1 | $820K | Buy |
19,449
+684
| +4% | +$28.8K | 0.07% | 206 |
|
|
2016
Q4 | $743K | Buy |
+18,765
| New | +$743K | 0.07% | 176 |
|