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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 $302B AUM 26.44% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's AVNT Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Avient (AVNT) in Q3 2015, closing a stake of 2,100 shares — an estimated $82K sold.

Mark Sheptoff Financial Planning first reported a position in AVNT in Q1 2014 and held it in 6 quarters. The position peaked at $213K in Q1 2015. 225 funds tracked by Wall St. Rank hold AVNT as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Avient position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,100 Avient shares in Q3 2015, an estimated $82K.
  • Mark Sheptoff Financial Planning first reported a position in Avient in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Avient position peaked at $213K in Q1 2015.
  • 225 funds tracked by Wall St. Rank held Avient as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.