MSFP
ARR

Mark Sheptoff Financial Planning’s Armour Residential REIT ARR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-65
Closed -$8K – 363
2018
Q1 		$8K Hold
65
– – 0.01% 304
2017
Q4 		$8K Hold
65
– – 0.01% 294
2017
Q3 		$9K Buy
+65
New +$8.43K 0.01% 290

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's ARR Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of Armour Residential REIT (ARR) in Q2 2018, closing a stake of 65 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in ARR in Q3 2017 and held it in 3 quarters. The position peaked at $9K in Q3 2017. 139 funds tracked by Wall St. Rank hold ARR as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Armour Residential REIT position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 65 Armour Residential REIT shares in Q2 2018, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in Armour Residential REIT in Q3 2017 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Armour Residential REIT position peaked at $9K in Q3 2017.
  • 139 funds tracked by Wall St. Rank held Armour Residential REIT as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.