MSFP
GRMN

Mark Sheptoff Financial Planning’s Garmin GRMN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GRMN Stock Details GRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,500
Closed -$54K – 396
2015
Q3 		$54K Buy
+1,500
New +$59.7K 0.05% 154

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's GRMN Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Garmin (GRMN) in Q4 2015, closing a stake of 1,500 shares — an estimated $54K sold.

Mark Sheptoff Financial Planning first reported a position in GRMN in Q3 2015 and held it in 1 quarter. The position peaked at $54K in Q3 2015. 317 funds tracked by Wall St. Rank hold GRMN as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Garmin position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,500 Garmin shares in Q4 2015, an estimated $54K.
  • Mark Sheptoff Financial Planning first reported a position in Garmin in Q3 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Garmin position peaked at $54K in Q3 2015.
  • 317 funds tracked by Wall St. Rank held Garmin as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.