Capital Planning Advisors, LLC Franklin Resources Inc Transaction History

Capital Planning Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 14, 2019	SELL	$29.09 - $33.7 $295,292 - $342,088	-10,151 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	$27.76 - $34.27 $65,291 - $80,603	-2,352 Reduced 18.81%	10,151 $301,000
Q3 2018 Nov 14, 2018	SELL	$30.14 - $34.32 $118,178 - $134,568	-3,921 Reduced 23.87%	12,503 $380,000
Q2 2018 Aug 08, 2018	SELL	$31.8 - $34.5 $491,755 - $533,508	-15,464 Reduced 48.49%	16,424 $526,000
Q1 2018 May 15, 2018	BUY	$34.11 - $45.86 $68,220 - $91,720	2,000 Added 6.69%	31,888 $1.11 Million
Q4 2017 Feb 08, 2018	SELL	$40.45 - $45.07 $734,329 - $818,200	-18,154 Reduced 37.79%	29,888 $1.3 Million
Q3 2017 Nov 09, 2017	BUY	$41.04 - $44.78 $1.97 Million - $2.15 Million	48,042	48,042 $2.14 Million

636

276M

2.16M

1.93M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $9.35B
Description
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...

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