Univest Financial’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-62,514
| Closed | -$3.07M | – | 88 |
|
|
2015
Q2 | $3.07M | Buy |
62,514
+621
| +1% | +$30.4K | 1.41% | 38 |
|
|
2015
Q1 | $3.18M | Buy |
61,893
+3,848
| +7% | +$197K | 1.43% | 36 |
|
|
2014
Q4 | $3.21M | Buy |
58,045
+1,124
| +2% | +$62.2K | 1.41% | 35 |
|
|
2014
Q3 | $3.11M | Buy |
56,921
+1,998
| +4% | +$109K | 1.46% | 30 |
|
|
2014
Q2 | $3.18M | Sell |
54,923
-212
| -0.4% | -$12.3K | 1.5% | 34 |
|
|
2014
Q1 | $2.99M | Sell |
55,135
-9,038
| -14% | -$490K | 1.49% | 31 |
|
|
2013
Q4 | $3.71M | Buy |
64,173
+3,655
| +6% | +$211K | 1.83% | 12 |
|
|
2013
Q3 | $3.06M | Buy |
60,518
+281
| +0.5% | +$14.2K | 1.63% | 24 |
|
|
2013
Q2 | $2.73M | Buy |
+60,237
| New | +$2.73M | 1.5% | 35 |
|