MSFP
HOLX

Mark Sheptoff Financial Planning’s Hologic HOLX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HOLX Stock Details HOLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$12K – 372
2015
Q4 		$12K Buy
+300
New +$11.7K 0.01% 257

Other funds holding HOLX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's HOLX Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Hologic (HOLX) in Q1 2016, closing a stake of 300 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in HOLX in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 456 funds tracked by Wall St. Rank hold HOLX as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Hologic position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Hologic shares in Q1 2016, an estimated $12K.
  • Mark Sheptoff Financial Planning first reported a position in Hologic in Q4 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Hologic position peaked at $12K in Q4 2015.
  • 456 funds tracked by Wall St. Rank held Hologic as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.