MSFP
FBNK

Mark Sheptoff Financial Planning’s First Connecticut Bancorp, Inc FBNK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FBNK Stock Details FBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-100
Closed -$2K – 385
2016
Q1 		$2K Sell
100
-28,006
-100% -$455K ﹤0.01% 322
2015
Q4 		$489K Buy
+28,106
New +$486K 0.4% 63

Other funds holding FBNK

CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mark Sheptoff Financial Planning's FBNK Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of First Connecticut Bancorp, Inc (FBNK) in Q2 2016, closing a stake of 100 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in FBNK in Q4 2015 and held it in 2 quarters. The position peaked at $489K in Q4 2015. 70 funds tracked by Wall St. Rank hold FBNK as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining First Connecticut Bancorp, Inc position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 First Connecticut Bancorp, Inc shares in Q2 2016, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in First Connecticut Bancorp, Inc in Q4 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's First Connecticut Bancorp, Inc position peaked at $489K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held First Connecticut Bancorp, Inc as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.