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Mark Sheptoff Financial Planning’s CTS Corp CTS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$4K – 347
2014
Q1 		$4K Buy
+200
New +$3.99K ﹤0.01% 323

Other funds holding CTS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Mark Sheptoff Financial Planning's CTS Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of CTS Corp (CTS) in Q2 2014, closing a stake of 200 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in CTS in Q1 2014 and held it in 1 quarter. The position peaked at $4K in Q1 2014. 119 funds tracked by Wall St. Rank hold CTS as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining CTS Corp position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 CTS Corp shares in Q2 2014, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in CTS Corp in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's CTS Corp position peaked at $4K in Q1 2014.
  • 119 funds tracked by Wall St. Rank held CTS Corp as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.