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Mark Sheptoff Financial Planning’s First Solar FSLR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FSLR Stock Details FSLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$4K – 361
2016
Q3 		$4K Hold
100
– – ﹤0.01% 301
2016
Q2 		$5K Hold
100
– – ﹤0.01% 280
2016
Q1 		$7K Buy
+100
New +$6.7K 0.01% 262

Other funds holding FSLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mark Sheptoff Financial Planning's FSLR Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of First Solar (FSLR) in Q4 2016, closing a stake of 100 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in FSLR in Q1 2016 and held it in 3 quarters. The position peaked at $7K in Q1 2016. 330 funds tracked by Wall St. Rank hold FSLR as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining First Solar position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 First Solar shares in Q4 2016, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in First Solar in Q1 2016 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's First Solar position peaked at $7K in Q1 2016.
  • 330 funds tracked by Wall St. Rank held First Solar as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.