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Mark Sheptoff Financial Planning’s Carpenter Technology CRS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$5K – 360
2019
Q2 		$5K Buy
+100
New +$4.71K ﹤0.01% 289

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRS Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of Carpenter Technology (CRS) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in CRS in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 224 funds tracked by Wall St. Rank hold CRS as of Q3 2019.

  • Mark Sheptoff Financial Planning reported no remaining Carpenter Technology position as of Q3 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Carpenter Technology shares in Q3 2019, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Carpenter Technology in Q2 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Carpenter Technology position peaked at $5K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.