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Mark Sheptoff Financial Planning’s CF Industries CF Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-390
Closed -$19K – 344
2019
Q4 		$19K Hold
390
– – 0.01% 220
2019
Q3 		$19K Buy
+390
New +$18.9K 0.01% 216
2015
Q4 		– Sell
-60
Closed -$3K – 387
2015
Q3 		$3K Buy
+60
New +$3.49K ﹤0.01% 313

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's CF Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of CF Industries (CF) in Q1 2020, closing a stake of 390 shares — an estimated $19K sold.

Mark Sheptoff Financial Planning first reported a position in CF in Q3 2015 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 452 funds tracked by Wall St. Rank hold CF as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining CF Industries position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 390 CF Industries shares in Q1 2020, an estimated $19K.
  • Mark Sheptoff Financial Planning first reported a position in CF Industries in Q3 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's CF Industries position peaked at $19K in Q4 2019.
  • 452 funds tracked by Wall St. Rank held CF Industries as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.