MSFP
CFNL

Mark Sheptoff Financial Planning’s Cardinal Financial Corp CFNL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CFNL Stock Details CFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 389
2016
Q3 		$5K Hold
200
– – ﹤0.01% 297
2016
Q2 		$4K Sell
200
-600
-75% -$12.9K ﹤0.01% 302
2016
Q1 		$16K Sell
800
-11,003
-93% -$215K 0.01% 226
2015
Q4 		$269K Sell
11,803
-298
-2% -$7.01K 0.22% 82
2015
Q3 		$278K Buy
+12,101
New +$275K 0.24% 78

Other funds holding CFNL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mark Sheptoff Financial Planning's CFNL Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of Cardinal Financial Corp (CFNL) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in CFNL in Q3 2015 and held it in 5 quarters. The position peaked at $278K in Q3 2015. 152 funds tracked by Wall St. Rank hold CFNL as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Cardinal Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Cardinal Financial Corp shares in Q4 2016, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Cardinal Financial Corp in Q3 2015 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Cardinal Financial Corp position peaked at $278K in Q3 2015.
  • 152 funds tracked by Wall St. Rank held Cardinal Financial Corp as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.