Wealthfront’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.65M | Buy |
54,234
+28,858
| +114% | +$877K | 0.02% | 157 |
|
|
2018
Q2 | $813K | Buy |
+25,376
| New | +$813K | 0.01% | 290 |
|
|
2018
Q1 | – | Sell |
-6,672
| Closed | -$289K | – | 504 |
|
|
2017
Q4 | $289K | Sell |
6,672
-176
| -3% | -$7.62K | ﹤0.01% | 436 |
|
|
2017
Q3 | $305K | Sell |
6,848
-2,165
| -24% | -$96.4K | ﹤0.01% | 415 |
|
|
2017
Q2 | $404K | Buy |
9,013
+1,406
| +18% | +$63K | 0.01% | 323 |
|
|
2017
Q1 | $321K | Buy |
7,607
+1,122
| +17% | +$47.3K | 0.01% | 323 |
|
|
2016
Q4 | $257K | Buy |
+6,485
| New | +$257K | 0.01% | 322 |
|
|
2015
Q4 | – | Sell |
-2,793
| Closed | -$104K | – | 368 |
|
|
2015
Q3 | $104K | Buy |
2,793
+1,730
| +163% | +$64.4K | ﹤0.01% | 401 |
|
|
2015
Q2 | $52K | Sell |
1,063
-99
| -9% | -$4.84K | ﹤0.01% | 508 |
|
|
2015
Q1 | $60K | Sell |
1,162
-118
| -9% | -$6.09K | ﹤0.01% | 465 |
|
|
2014
Q4 | $71K | Sell |
1,280
-629
| -33% | -$34.9K | ﹤0.01% | 419 |
|
|
2014
Q3 | $104K | Buy |
1,909
+337
| +21% | +$18.4K | 0.01% | 281 |
|
|
2014
Q2 | $92K | Buy |
1,572
+711
| +83% | +$41.6K | 0.01% | 245 |
|
|
2014
Q1 | $47K | Buy |
+861
| New | +$47K | 0.01% | 277 |
|