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Mark Sheptoff Financial Planning’s Amphenol APH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-840
Closed -$11K – 385
2015
Q3 		$11K Buy
+840
New +$11.3K 0.01% 243

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Amphenol (APH) in Q4 2015, closing a stake of 840 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in APH in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 492 funds tracked by Wall St. Rank hold APH as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Amphenol position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 840 Amphenol shares in Q4 2015, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Amphenol in Q3 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Amphenol position peaked at $11K in Q3 2015.
  • 492 funds tracked by Wall St. Rank held Amphenol as of Q4 2015.

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