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Mark Sheptoff Financial Planning’s Boise Cascade BCC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,650
Closed -$613K – 326
2018
Q3 		$613K Buy
16,650
+16,050
+2,675% +$698K 0.42% 51
2018
Q2 		$27K Sell
600
-10,350
-95% -$455K 0.02% 205
2018
Q1 		$423K Sell
10,950
-7,401
-40% -$307K 0.29% 74
2017
Q4 		$732K Buy
18,351
+8,301
+83% +$308K 0.48% 56
2017
Q3 		$351K Buy
+10,050
New +$305K 0.24% 81

Other funds holding BCC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's BCC Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Boise Cascade (BCC) in Q4 2018, closing a stake of 16,650 shares — an estimated $613K sold.

Mark Sheptoff Financial Planning first reported a position in BCC in Q3 2017 and held it in 5 quarters. The position peaked at $732K in Q4 2017. 207 funds tracked by Wall St. Rank hold BCC as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Boise Cascade position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 16,650 Boise Cascade shares in Q4 2018, an estimated $613K.
  • Mark Sheptoff Financial Planning first reported a position in Boise Cascade in Q3 2017 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Boise Cascade position peaked at $732K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.