Mark Sheptoff Financial Planning
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Mark Sheptoff Financial Planning’s China Automotive Systems CAAS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CAAS Stock Details CAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$8K – 404
2015
Q2 		$8K Hold
1,000
– – 0.01% 282
2015
Q1 		$7K Hold
1,000
– – 0.01% 281
2014
Q4 		$7K Hold
1,000
– – 0.01% 279
2014
Q3 		$9K Hold
1,000
– – 0.01% 275
2014
Q2 		$9K Hold
1,000
– – 0.01% 282
2014
Q1 		$8K Buy
+1,000
New +$7.85K 0.01% 292

Other funds holding CAAS

KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Spark Investment Management
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
Sensato Investors
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's CAAS Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of China Automotive Systems (CAAS) in Q3 2015, closing a stake of 1,000 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in CAAS in Q1 2014 and held it in 6 quarters. The position peaked at $9K in Q3 2014. 28 funds tracked by Wall St. Rank hold CAAS as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining China Automotive Systems position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 China Automotive Systems shares in Q3 2015, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in China Automotive Systems in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's China Automotive Systems position peaked at $9K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held China Automotive Systems as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.