MSFP
AIFU

Mark Sheptoff Financial Planning’s AIFU Inc AIFU Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8
Closed -$112K – 398
2019
Q2 		$112K Buy
+8
New +$91.1K 0.08% 116

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's AIFU Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of AIFU Inc (AIFU) in Q3 2019, closing a stake of 8 shares — an estimated $112K sold.

Mark Sheptoff Financial Planning first reported a position in AIFU in Q2 2019 and held it in 1 quarter. The position peaked at $112K in Q2 2019. 47 funds tracked by Wall St. Rank hold AIFU as of Q3 2019.

  • Mark Sheptoff Financial Planning reported no remaining AIFU Inc position as of Q3 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 8 AIFU Inc shares in Q3 2019, an estimated $112K.
  • Mark Sheptoff Financial Planning first reported a position in AIFU Inc in Q2 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's AIFU Inc position peaked at $112K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.