MSFP
CMCSK

Mark Sheptoff Financial Planning’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-620
Closed -$35K – 452
2015
Q3 		$35K Hold
620
– – 0.03% 183
2015
Q2 		$37K Hold
620
– – 0.03% 188
2015
Q1 		$35K Hold
620
– – 0.03% 189
2014
Q4 		$36K Hold
620
– – 0.03% 190
2014
Q3 		$33K Hold
620
– – 0.03% 196
2014
Q2 		$33K Hold
620
– – 0.03% 196
2014
Q1 		$30K Buy
+620
New +$30K 0.03% 216

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's CMCSK Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 620 shares — an estimated $35K sold.

Mark Sheptoff Financial Planning first reported a position in CMCSK in Q1 2014 and held it in 7 quarters. The position peaked at $37K in Q2 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 620 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $35K.
  • Mark Sheptoff Financial Planning first reported a position in COMCAST CORP SPL A (NEW) in Q1 2014 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's COMCAST CORP SPL A (NEW) position peaked at $37K in Q2 2015.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.