MSFP
CXW icon

Mark Sheptoff Financial Planning’s CoreCivic CXW Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-32
Closed -$1K – 353
2016
Q1 		$1K Hold
32
– – ﹤0.01% 329
2015
Q4 		$1K Hold
32
– – ﹤0.01% 354
2015
Q3 		$1K Buy
+32
New +$1.03K ﹤0.01% 368

Other funds holding CXW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mark Sheptoff Financial Planning's CXW Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of CoreCivic (CXW) in Q2 2016, closing a stake of 32 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in CXW in Q3 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2016. 293 funds tracked by Wall St. Rank hold CXW as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining CoreCivic position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 32 CoreCivic shares in Q2 2016, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in CoreCivic in Q3 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's CoreCivic position peaked at $1K in Q1 2016.
  • 293 funds tracked by Wall St. Rank held CoreCivic as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.