Occidental Asset Management, LLC Franklin Resources Inc Transaction History

Occidental Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 15, 2019	SELL	$29.09 - $33.7 $249,941 - $289,550	-8,592 Closed	0 $0
Q4 2018 Mar 19, 2019	BUY	$27.76 - $34.27 $30,397 - $37,525	1,095 Added 14.61%	8,592 $255,000
Q3 2018 Mar 19, 2019	BUY	$30.14 - $34.32 $29,476 - $33,564	978 Added 15.0%	7,497 $228,000
Q2 2018 Mar 19, 2019	BUY	$31.8 - $34.5 $19,684 - $21,355	619 Added 10.49%	6,519 $209,000
Q1 2018 Mar 20, 2019	BUY	$34.11 - $45.86 $2,524 - $3,393	74 Added 1.27%	5,900 $205,000

Q4 2017 Mar 19, 2019	BUY	$40.45 - $45.07 $235,661 - $262,577	5,826	5,826 $252,000

623

258M

560K

316K

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $11B
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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