MSFP
INFN

Mark Sheptoff Financial Planning’s Infinera Corporation Common Stock INFN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio INFN Stock Details INFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,500
Closed -$31K – 451
2015
Q2 		$31K Buy
1,500
+500
+50% +$10.2K 0.03% 198
2015
Q1 		$20K Hold
1,000
– – 0.02% 220
2014
Q4 		$15K Buy
+1,000
New +$13.2K 0.01% 242

Other funds holding INFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Apex Capital Management Dayton, Ohio $4.54B AUM 1.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's INFN Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Infinera Corporation Common Stock (INFN) in Q3 2015, closing a stake of 1,500 shares — an estimated $31K sold.

Mark Sheptoff Financial Planning first reported a position in INFN in Q4 2014 and held it in 3 quarters. The position peaked at $31K in Q2 2015. 222 funds tracked by Wall St. Rank hold INFN as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Infinera Corporation Common Stock position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,500 Infinera Corporation Common Stock shares in Q3 2015, an estimated $31K.
  • Mark Sheptoff Financial Planning first reported a position in Infinera Corporation Common Stock in Q4 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Infinera Corporation Common Stock position peaked at $31K in Q2 2015.
  • 222 funds tracked by Wall St. Rank held Infinera Corporation Common Stock as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.