Williams Jones & Associates’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $222K | Buy |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | $302K | Sell |
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|
2017
Q3 | $389K | Sell |
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|
2017
Q2 | $432K | Hold |
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|
2017
Q1 | $406K | Sell |
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|
2016
Q4 | $399K | Sell |
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|
2016
Q3 | $369K | Sell |
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|
2016
Q2 | $372K | Buy |
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|
2016
Q1 | $220K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $234K | Buy |
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|
2015
Q1 | $206K | Hold |
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|
2014
Q4 | $223K | Sell |
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|
2014
Q3 | $269K | Sell |
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|
2014
Q2 | $302K | Sell |
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|
2014
Q1 | $566K | Buy |
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|
2013
Q4 | $302K | Hold |
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|
2013
Q3 | $264K | Buy |
|