MSFP
BRCD

Mark Sheptoff Financial Planning’s Brocade Communications Systems, Inc. NEW BRCD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BRCD Stock Details BRCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-30,200
Closed -$320K – 375
2014
Q1 		$320K Buy
+30,200
New +$291K 0.28% 81

Other funds holding BRCD

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mark Sheptoff Financial Planning's BRCD Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of Brocade Communications Systems, Inc. NEW (BRCD) in Q2 2014, closing a stake of 30,200 shares — an estimated $320K sold.

Mark Sheptoff Financial Planning first reported a position in BRCD in Q1 2014 and held it in 1 quarter. The position peaked at $320K in Q1 2014. 299 funds tracked by Wall St. Rank hold BRCD as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining Brocade Communications Systems, Inc. NEW position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 30,200 Brocade Communications Systems, Inc. NEW shares in Q2 2014, an estimated $320K.
  • Mark Sheptoff Financial Planning first reported a position in Brocade Communications Systems, Inc. NEW in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Brocade Communications Systems, Inc. NEW position peaked at $320K in Q1 2014.
  • 299 funds tracked by Wall St. Rank held Brocade Communications Systems, Inc. NEW as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.