MSFP
FIVE icon

Mark Sheptoff Financial Planning’s Five Below FIVE Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$13K – 385
2017
Q4 		$13K Buy
+200
New +$12K 0.01% 263

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mark Sheptoff Financial Planning's FIVE Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of Five Below (FIVE) in Q1 2018, closing a stake of 200 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in FIVE in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 338 funds tracked by Wall St. Rank hold FIVE as of Q1 2018.

  • Mark Sheptoff Financial Planning reported no remaining Five Below position as of Q1 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Five Below shares in Q1 2018, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in Five Below in Q4 2017 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Five Below position peaked at $13K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held Five Below as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.