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Mark Sheptoff Financial Planning’s Advance Auto Parts AAP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-9
Closed -$1K – 348
2016
Q2 		$1K Hold
9
– – ﹤0.01% 328
2016
Q1 		$1K Hold
9
– – ﹤0.01% 325
2015
Q4 		$1K Hold
9
– – ﹤0.01% 344
2015
Q3 		$2K Hold
9
– – ﹤0.01% 334
2015
Q2 		$1K Buy
+9
New +$1.38K ﹤0.01% 342

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TPI
Tesco Pension Investment London, United Kingdom $3.58M AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Mark Sheptoff Financial Planning's AAP Position: Q3 2016 in Review

Mark Sheptoff Financial Planning sold out of Advance Auto Parts (AAP) in Q3 2016, closing a stake of 9 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in AAP in Q2 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2015. 489 funds tracked by Wall St. Rank hold AAP as of Q3 2016.

  • Mark Sheptoff Financial Planning reported no remaining Advance Auto Parts position as of Q3 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 9 Advance Auto Parts shares in Q3 2016, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Advance Auto Parts in Q2 2015 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Advance Auto Parts position peaked at $2K in Q3 2015.
  • 489 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2016, filed 7 Nov 2016.