Evercore Wealth Management, LLC Franklin Resources Inc Transaction History

Evercore Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$15.3 - $26.31 $142,290 - $244,683	-9,300 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$25.8 - $28.99 $36,765 - $41,310	-1,425 Reduced 13.29%	9,300 $242,000
Q3 2019 Nov 14, 2019	SELL	$25.93 - $35.51 $56,760 - $77,731	-2,189 Reduced 16.95%	10,725 $310,000
Q1 2019 May 14, 2019	SELL	$29.09 - $33.7 $7,272 - $8,425	-250 Reduced 1.9%	12,914 $428,000
Q4 2018 Feb 13, 2019	BUY	$27.76 - $34.27 $30,230 - $37,320	1,089 Added 9.02%	13,164 $390,000
Q3 2018 Nov 13, 2018	BUY	$30.14 - $34.32 $22,605 - $25,740	750 Added 6.62%	12,075 $367,000
Q2 2018 Aug 14, 2018	SELL	$31.8 - $34.5 $73,140 - $79,350	-2,300 Reduced 16.88%	11,325 $363,000
Q1 2018 May 15, 2018	SELL	$34.11 - $45.86 $39,226 - $52,739	-1,150 Reduced 7.78%	13,625 $472,000
Q4 2017 Feb 13, 2018	SELL	$40.45 - $45.07 $6,067 - $6,760	-150 Reduced 1.01%	14,775 $640,000
Q3 2017 Nov 13, 2017	BUY	$41.04 - $44.78 $612,522 - $668,341	14,925	14,925 $664,000

608

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $9.9B
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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