MSFP
DNLI icon

Mark Sheptoff Financial Planning’s Denali Therapeutics DNLI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$3K – 335
2018
Q3 		$3K Hold
150
– – ﹤0.01% 331
2018
Q2 		$2K Buy
+150
New +$2.83K ﹤0.01% 341

Other funds holding DNLI

CM
Crestline Management Fort Worth, Texas $53.5M AUM 80.67% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mark Sheptoff Financial Planning's DNLI Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Denali Therapeutics (DNLI) in Q4 2018, closing a stake of 150 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in DNLI in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 90 funds tracked by Wall St. Rank hold DNLI as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Denali Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Denali Therapeutics shares in Q4 2018, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Denali Therapeutics in Q2 2018 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Denali Therapeutics position peaked at $3K in Q3 2018.
  • 90 funds tracked by Wall St. Rank held Denali Therapeutics as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.