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Mark Sheptoff Financial Planning’s Eastman Chemical EMN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EMN Stock Details EMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-150
Closed -$12K – 354
2019
Q4 		$12K Sell
150
-200
-57% -$15.4K 0.01% 267
2019
Q3 		$26K Sell
350
-4,600
-93% -$330K 0.02% 191
2019
Q2 		$385K Hold
4,950
– – 0.26% 63
2019
Q1 		$376K Hold
4,950
– – 0.27% 69
2018
Q4 		$362K Buy
4,950
+500
+11% +$39.9K 0.3% 61
2018
Q3 		$426K Sell
4,450
-200
-4% -$19.8K 0.29% 69
2018
Q2 		$465K Hold
4,650
– – 0.34% 66
2018
Q1 		$491K Hold
4,650
– – 0.34% 66
2017
Q4 		$431K Hold
4,650
– – 0.28% 74
2017
Q3 		$421K Hold
4,650
– – 0.28% 71
2017
Q2 		$391K Buy
4,650
+199
+4% +$16K 0.27% 75
2017
Q1 		$360K Sell
4,451
-99
-2% -$7.79K 0.26% 76
2016
Q4 		$342K Sell
4,550
-102
-2% -$7.37K 0.25% 77
2016
Q3 		$315K Sell
4,652
-15,008
-76% -$1.01M 0.23% 75
2016
Q2 		$1.33M Buy
19,660
+5,875
+43% +$432K 1% 32
2016
Q1 		$996K Buy
13,785
+9,177
+199% +$601K 0.81% 32
2015
Q4 		$311K Sell
4,608
-2,427
-34% -$170K 0.25% 75
2015
Q3 		$455K Sell
7,035
-3,959
-36% -$292K 0.4% 59
2015
Q2 		$900K Buy
10,994
+5,886
+115% +$454K 0.73% 40
2015
Q1 		$354K Sell
5,108
-450
-8% -$32.5K 0.3% 74
2014
Q4 		$422K Buy
5,558
+1,000
+22% +$79.1K 0.37% 64
2014
Q3 		$369K Hold
4,558
– – 0.33% 76
2014
Q2 		$398K Hold
4,558
– – 0.34% 71
2014
Q1 		$393K Buy
+4,558
New +$374K 0.35% 72

Other funds holding EMN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's EMN Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Eastman Chemical (EMN) in Q1 2020, closing a stake of 150 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in EMN in Q1 2014 and held it in 24 quarters. The position peaked at $1.33M in Q2 2016. 587 funds tracked by Wall St. Rank hold EMN as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Eastman Chemical position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Eastman Chemical shares in Q1 2020, an estimated $12K.
  • Mark Sheptoff Financial Planning first reported a position in Eastman Chemical in Q1 2014 and held it in 24 quarters.
  • Mark Sheptoff Financial Planning's Eastman Chemical position peaked at $1.33M in Q2 2016.
  • 587 funds tracked by Wall St. Rank held Eastman Chemical as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.