MSFP
CYBR

Mark Sheptoff Financial Planning’s CyberArk CYBR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,375
Closed -$181K – 383
2017
Q4 		$181K Sell
4,375
-2,200
-33% -$96.3K 0.12% 110
2017
Q3 		$270K Hold
6,575
– – 0.18% 99
2017
Q2 		$328K Buy
6,575
+2,024
+44% +$102K 0.23% 86
2017
Q1 		$231K Buy
4,551
+1,101
+32% +$56.2K 0.16% 95
2016
Q4 		$157K Buy
3,450
+2,050
+146% +$100K 0.12% 113
2016
Q3 		$69K Buy
+1,400
New +$74.5K 0.05% 149

Other funds holding CYBR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Mark Sheptoff Financial Planning's CYBR Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of CyberArk (CYBR) in Q1 2018, closing a stake of 4,375 shares — an estimated $181K sold.

Mark Sheptoff Financial Planning first reported a position in CYBR in Q3 2016 and held it in 6 quarters. The position peaked at $328K in Q2 2017. 161 funds tracked by Wall St. Rank hold CYBR as of Q1 2018.

  • Mark Sheptoff Financial Planning reported no remaining CyberArk position as of Q1 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,375 CyberArk shares in Q1 2018, an estimated $181K.
  • Mark Sheptoff Financial Planning first reported a position in CyberArk in Q3 2016 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's CyberArk position peaked at $328K in Q2 2017.
  • 161 funds tracked by Wall St. Rank held CyberArk as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.