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Mark Sheptoff Financial Planning’s Carter's CRI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30
Closed -$3K – 356
2016
Q3 		$3K Hold
30
– – ﹤0.01% 313
2016
Q2 		$3K Hold
30
– – ﹤0.01% 304
2016
Q1 		$3K Buy
+30
New +$2.88K ﹤0.01% 300

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Carter's (CRI) in Q4 2016, closing a stake of 30 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in CRI in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 329 funds tracked by Wall St. Rank hold CRI as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Carter's position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 30 Carter's shares in Q4 2016, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Carter's in Q1 2016 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Carter's position peaked at $3K in Q3 2016.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q4 2016.

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