MSFP
AXTA icon

Mark Sheptoff Financial Planning’s Axalta AXTA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-175
Closed -$5K – 364
2018
Q1 		$5K Buy
+175
New +$5.47K ﹤0.01% 327

Other funds holding AXTA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Axalta (AXTA) in Q2 2018, closing a stake of 175 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in AXTA in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 361 funds tracked by Wall St. Rank hold AXTA as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Axalta position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 175 Axalta shares in Q2 2018, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Axalta in Q1 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Axalta position peaked at $5K in Q1 2018.
  • 361 funds tracked by Wall St. Rank held Axalta as of Q2 2018.

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