MSFP
CYBX

Mark Sheptoff Financial Planning’s CYBERONICS INC CYBX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CYBX Stock Details CYBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$18K – 471
2015
Q2 		$18K Hold
300
– – 0.01% 236
2015
Q1 		$19K Hold
300
– – 0.02% 226
2014
Q4 		$17K Hold
300
– – 0.02% 232
2014
Q3 		$15K Hold
300
– – 0.01% 251
2014
Q2 		$19K Hold
300
– – 0.02% 231
2014
Q1 		$20K Buy
+300
New +$20.2K 0.02% 238

Other funds holding CYBX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Mark Sheptoff Financial Planning's CYBX Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of CYBERONICS INC (CYBX) in Q3 2015, closing a stake of 300 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in CYBX in Q1 2014 and held it in 6 quarters. The position peaked at $20K in Q1 2014. 199 funds tracked by Wall St. Rank hold CYBX as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining CYBERONICS INC position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 CYBERONICS INC shares in Q3 2015, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in CYBERONICS INC in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's CYBERONICS INC position peaked at $20K in Q1 2014.
  • 199 funds tracked by Wall St. Rank held CYBERONICS INC as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.