Mark Sheptoff Financial Planning’s Archer Daniels Midland ADM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ADM Stock Details ADM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,000	Closed	-$41K	–	379
2015 Q3	$41K	Sell	1,000 -5,450	-84%	-$249K	0.04%	170
2015 Q2	$311K	Buy	6,450 +1,050	+19%	+$53K	0.25%	79
2015 Q1	$256K	Hold	5,400	–	–	0.21%	89
2014 Q4	$281K	Buy	5,400 +200	+4%	+$9.97K	0.25%	87
2014 Q3	$266K	Hold	5,200	–	–	0.24%	90
2014 Q2	$229K	Hold	5,200	–	–	0.2%	94
2014 Q1	$226K	Buy	+5,200	New	+$214K	0.2%	99

Other funds holding ADM

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's ADM Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Archer Daniels Midland (ADM) in Q4 2015, closing a stake of 1,000 shares — an estimated $41K sold.

Mark Sheptoff Financial Planning first reported a position in ADM in Q1 2014 and held it in 7 quarters. The position peaked at $311K in Q2 2015. 668 funds tracked by Wall St. Rank hold ADM as of Q4 2015.

Mark Sheptoff Financial Planning reported no remaining Archer Daniels Midland position as of Q4 2015 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,000 Archer Daniels Midland shares in Q4 2015, an estimated $41K.
Mark Sheptoff Financial Planning first reported a position in Archer Daniels Midland in Q1 2014 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Archer Daniels Midland position peaked at $311K in Q2 2015.
668 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.