Unigestion Holding’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,436
| Closed | -$174K | – | 223 |
|
|
2020
Q1 | $174K | Buy |
+10,436
| New | +$174K | 0.01% | 246 |
|
|
2019
Q3 | $957K | Buy |
+33,172
| New | +$957K | 0.03% | 173 |
|
|
2018
Q4 | – | Sell |
-57,357
| Closed | -$1.74M | – | 304 |
|
|
2018
Q3 | $1.74M | Buy |
57,357
+22,799
| +66% | +$693K | 0.04% | 234 |
|
|
2018
Q2 | $1.11M | Buy |
+34,558
| New | +$1.11M | 0.02% | 255 |
|