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Mark Sheptoff Financial Planning’s Cirrus Logic CRUS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-125
Closed -$7K – 357
2016
Q3 		$7K Hold
125
– – 0.01% 274
2016
Q2 		$5K Hold
125
– – ﹤0.01% 279
2016
Q1 		$5K Buy
+125
New +$4.05K ﹤0.01% 282

Other funds holding CRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Cirrus Logic (CRUS) in Q4 2016, closing a stake of 125 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in CRUS in Q1 2016 and held it in 3 quarters. The position peaked at $7K in Q3 2016. 317 funds tracked by Wall St. Rank hold CRUS as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Cirrus Logic position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 125 Cirrus Logic shares in Q4 2016, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in Cirrus Logic in Q1 2016 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Cirrus Logic position peaked at $7K in Q3 2016.
  • 317 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2016.

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