MSFP
IPHI

Mark Sheptoff Financial Planning’s INPHI CORPORATION IPHI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio IPHI Stock Details IPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,825
Closed -$63K – 394
2017
Q2 		$63K Sell
1,825
-2,951
-62% -$119K 0.04% 161
2017
Q1 		$233K Buy
4,776
+701
+17% +$32.7K 0.17% 94
2016
Q4 		$182K Buy
4,075
+2,375
+140% +$102K 0.14% 107
2016
Q3 		$74K Buy
+1,700
New +$65.6K 0.06% 142

Other funds holding IPHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's IPHI Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of INPHI CORPORATION (IPHI) in Q3 2017, closing a stake of 1,825 shares — an estimated $63K sold.

Mark Sheptoff Financial Planning first reported a position in IPHI in Q3 2016 and held it in 4 quarters. The position peaked at $233K in Q1 2017. 169 funds tracked by Wall St. Rank hold IPHI as of Q3 2017.

  • Mark Sheptoff Financial Planning reported no remaining INPHI CORPORATION position as of Q3 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,825 INPHI CORPORATION shares in Q3 2017, an estimated $63K.
  • Mark Sheptoff Financial Planning first reported a position in INPHI CORPORATION in Q3 2016 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's INPHI CORPORATION position peaked at $233K in Q1 2017.
  • 169 funds tracked by Wall St. Rank held INPHI CORPORATION as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.