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Mark Sheptoff Financial Planning’s Hilton Worldwide HLT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-50
Closed -$5K – 369
2019
Q2 		$5K Hold
50
– – ﹤0.01% 292
2019
Q1 		$4K Buy
+50
New +$3.91K ﹤0.01% 303
2015
Q4 		– Sell
-533
Closed -$37K – 398
2015
Q3 		$37K Sell
533
-1,580
-75% -$122K 0.03% 178
2015
Q2 		$175K Buy
+2,113
New +$185K 0.14% 109

Other funds holding HLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's HLT Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of Hilton Worldwide (HLT) in Q3 2019, closing a stake of 50 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in HLT in Q2 2015 and held it in 4 quarters. The position peaked at $175K in Q2 2015. 516 funds tracked by Wall St. Rank hold HLT as of Q3 2019.

  • Mark Sheptoff Financial Planning reported no remaining Hilton Worldwide position as of Q3 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 50 Hilton Worldwide shares in Q3 2019, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Hilton Worldwide in Q2 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Hilton Worldwide position peaked at $175K in Q2 2015.
  • 516 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.