MSFP
EG icon

Mark Sheptoff Financial Planning’s Everest Group EG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15
Closed -$3K – 393
2015
Q3 		$3K Buy
+15
New +$2.71K ﹤0.01% 316

Other funds holding EG

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's EG Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Everest Group (EG) in Q4 2015, closing a stake of 15 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in EG in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 385 funds tracked by Wall St. Rank hold EG as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Everest Group position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 15 Everest Group shares in Q4 2015, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Everest Group in Q3 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Everest Group position peaked at $3K in Q3 2015.
  • 385 funds tracked by Wall St. Rank held Everest Group as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.