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Mark Sheptoff Financial Planning’s Avient AVNT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AVNT Stock Details AVNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,100
Closed -$82K – 398
2015
Q2 		$82K Sell
2,100
-3,600
-63% -$141K 0.07% 150
2015
Q1 		$213K Buy
5,700
+2,750
+93% +$104K 0.18% 96
2014
Q4 		$112K Buy
2,950
+2,350
+392% +$85.8K 0.1% 128
2014
Q3 		$21K Hold
600
– – 0.02% 220
2014
Q2 		$25K Sell
600
-3,001
-83% -$117K 0.02% 213
2014
Q1 		$132K Buy
+3,601
New +$129K 0.12% 126

Other funds holding AVNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return