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Mark Sheptoff Financial Planning’s Brixmor Property Group BRX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-85
Closed -$2K – 346
2016
Q1 		$2K Hold
85
– – ﹤0.01% 313
2015
Q4 		$2K Hold
85
– – ﹤0.01% 327
2015
Q3 		$2K Buy
+85
New +$2.02K ﹤0.01% 338

Other funds holding BRX

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Brixmor Property Group (BRX) in Q2 2016, closing a stake of 85 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in BRX in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2016. 258 funds tracked by Wall St. Rank hold BRX as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining Brixmor Property Group position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 85 Brixmor Property Group shares in Q2 2016, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Brixmor Property Group in Q3 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Brixmor Property Group position peaked at $2K in Q1 2016.
  • 258 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2016.

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