MSFP
FNFG

Mark Sheptoff Financial Planning’s FIRST NIAGARA FINANCIAL GROUP INC FNFG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FNFG Stock Details FNFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-761
Closed -$6K – 355
2014
Q4 		$6K Buy
+761
New +$6.12K 0.01% 288

Other funds holding FNFG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's FNFG Position: Q1 2015 in Review

Mark Sheptoff Financial Planning sold out of FIRST NIAGARA FINANCIAL GROUP INC (FNFG) in Q1 2015, closing a stake of 761 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in FNFG in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 243 funds tracked by Wall St. Rank hold FNFG as of Q1 2015.

  • Mark Sheptoff Financial Planning reported no remaining FIRST NIAGARA FINANCIAL GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 761 FIRST NIAGARA FINANCIAL GROUP INC shares in Q1 2015, an estimated $6K.
  • Mark Sheptoff Financial Planning first reported a position in FIRST NIAGARA FINANCIAL GROUP INC in Q4 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's FIRST NIAGARA FINANCIAL GROUP INC position peaked at $6K in Q4 2014.
  • 243 funds tracked by Wall St. Rank held FIRST NIAGARA FINANCIAL GROUP INC as of Q1 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2015, filed 12 May 2015.