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Mark Sheptoff Financial Planning’s Illumina ILMN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-103
Closed -$30K – 361
2018
Q4 		$30K Hold
103
– – 0.02% 167
2018
Q3 		$37K Buy
+103
New +$33K 0.03% 192
2016
Q4 		– Sell
-36
Closed -$6K – 363
2016
Q3 		$6K Hold
36
– – ﹤0.01% 284
2016
Q2 		$5K Hold
36
– – ﹤0.01% 281
2016
Q1 		$6K Buy
+36
New +$5.5K ﹤0.01% 273

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's ILMN Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of Illumina (ILMN) in Q1 2019, closing a stake of 103 shares — an estimated $30K sold.

Mark Sheptoff Financial Planning first reported a position in ILMN in Q1 2016 and held it in 5 quarters. The position peaked at $37K in Q3 2018. 875 funds tracked by Wall St. Rank hold ILMN as of Q1 2019.

  • Mark Sheptoff Financial Planning reported no remaining Illumina position as of Q1 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 103 Illumina shares in Q1 2019, an estimated $30K.
  • Mark Sheptoff Financial Planning first reported a position in Illumina in Q1 2016 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Illumina position peaked at $37K in Q3 2018.
  • 875 funds tracked by Wall St. Rank held Illumina as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.