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Mark Sheptoff Financial Planning’s HF Sinclair DINO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-300
Closed -$15K – 354
2018
Q4 		$15K Buy
+300
New +$18.4K 0.01% 202
2017
Q3 		– Sell
-200
Closed -$5K – 372
2017
Q2 		$5K Sell
200
-29,558
-99% -$789K ﹤0.01% 305
2017
Q1 		$843K Buy
29,758
+5,958
+25% +$174K 0.6% 46
2016
Q4 		$780K Buy
+23,800
New +$660K 0.58% 47
2014
Q2 		– Sell
-243
Closed -$12K – 348
2014
Q1 		$12K Buy
+243
New +$11.5K 0.01% 271

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's DINO Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of HF Sinclair (DINO) in Q1 2019, closing a stake of 300 shares — an estimated $15K sold.

Mark Sheptoff Financial Planning first reported a position in DINO in Q1 2014 and held it in 5 quarters. The position peaked at $843K in Q1 2017. 526 funds tracked by Wall St. Rank hold DINO as of Q1 2019.

  • Mark Sheptoff Financial Planning reported no remaining HF Sinclair position as of Q1 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 HF Sinclair shares in Q1 2019, an estimated $15K.
  • Mark Sheptoff Financial Planning first reported a position in HF Sinclair in Q1 2014 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's HF Sinclair position peaked at $843K in Q1 2017.
  • 526 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.