MSFP
AF

Mark Sheptoff Financial Planning’s Astoria Financial Corporation AF Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AF Stock Details AF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,200
Closed -$18K – 382
2016
Q3 		$18K Hold
1,200
– – 0.01% 226
2016
Q2 		$18K Hold
1,200
– – 0.01% 218
2016
Q1 		$19K Hold
1,200
– – 0.02% 213
2015
Q4 		$19K Buy
+1,200
New +$19.5K 0.02% 224

Other funds holding AF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's AF Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of Astoria Financial Corporation (AF) in Q4 2016, closing a stake of 1,200 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in AF in Q4 2015 and held it in 4 quarters. The position peaked at $19K in Q1 2016. 171 funds tracked by Wall St. Rank hold AF as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Astoria Financial Corporation position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,200 Astoria Financial Corporation shares in Q4 2016, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in Astoria Financial Corporation in Q4 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Astoria Financial Corporation position peaked at $19K in Q1 2016.
  • 171 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.