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Mark Sheptoff Financial Planning’s Autoliv ALV Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ALV Stock Details ALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-46
Closed -$4K – 349
2015
Q4 		$4K Hold
46
– – ﹤0.01% 307
2015
Q3 		$4K Buy
+46
New +$3.48K ﹤0.01% 295

Other funds holding ALV

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Apex Capital Management Dayton, Ohio $4.54B AUM 1.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALV Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Autoliv (ALV) in Q1 2016, closing a stake of 46 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in ALV in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 251 funds tracked by Wall St. Rank hold ALV as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Autoliv position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 46 Autoliv shares in Q1 2016, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Autoliv in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Autoliv position peaked at $4K in Q4 2015.
  • 251 funds tracked by Wall St. Rank held Autoliv as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.