Wunderlich Capital Managemnt’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$1.04M Sell
2016
Q2
$983K Sell
2016
Q1
$1.18M Sell
2015
Q4
$1.11M Sell
2015
Q3
$1.44M Buy
2015
Q2
$1.37M Buy
2015
Q1
$1.42M Buy
2014
Q4
$1.53M Buy
2014
Q3
$1.45M Sell
2014
Q2
$1.59M Sell
2014
Q1
$1.59M Sell
2013
Q4
$1.9M Buy