Waverly Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,351
| Closed | -$88K | – | 158 |
|
|
2015
Q3 | $88K | Buy |
2,351
+1,023
| +77% | +$38.3K | 0.06% | 79 |
|
|
2015
Q2 | $65K | Hold |
1,328
| – | – | 0.04% | 105 |
|
|
2015
Q1 | $68K | Hold |
1,328
| – | – | 0.03% | 97 |
|
|
2014
Q4 | $74K | Buy |
1,328
+7
| +0.5% | +$390 | 0.04% | 91 |
|
|
2014
Q3 | $72K | Hold |
1,321
| – | – | 0.04% | 176 |
|
|
2014
Q2 | $76K | Sell |
1,321
-128
| -9% | -$7.36K | 0.03% | 182 |
|
|
2014
Q1 | $79K | Sell |
1,449
-72
| -5% | -$3.93K | 0.04% | 172 |
|
|
2013
Q4 | $88K | Buy |
1,521
+202
| +15% | +$11.7K | 0.03% | 255 |
|
|
2013
Q3 | $67K | Buy |
+1,319
| New | +$67K | 0.03% | 200 |
|