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Mark Sheptoff Financial Planning’s AutoZone AZO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-47
Closed -$37K – 344
2016
Q1 		$37K Buy
47
+45
+2,250% +$34K 0.03% 169
2015
Q4 		$1K Hold
2
– – ﹤0.01% 348
2015
Q3 		$1K Hold
2
– – ﹤0.01% 365
2015
Q2 		$1K Buy
+2
New +$1.37K ﹤0.01% 348

Other funds holding AZO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's AZO Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of AutoZone (AZO) in Q2 2016, closing a stake of 47 shares — an estimated $37K sold.

Mark Sheptoff Financial Planning first reported a position in AZO in Q2 2015 and held it in 4 quarters. The position peaked at $37K in Q1 2016. 571 funds tracked by Wall St. Rank hold AZO as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining AutoZone position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 47 AutoZone shares in Q2 2016, an estimated $37K.
  • Mark Sheptoff Financial Planning first reported a position in AutoZone in Q2 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's AutoZone position peaked at $37K in Q1 2016.
  • 571 funds tracked by Wall St. Rank held AutoZone as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.