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Mark Sheptoff Financial Planning’s iShares US Home Construction ETF ITB Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-500
Closed -$12K – 351
2014
Q1 		$12K Buy
+500
New +$12.4K 0.01% 272

Other funds holding ITB

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
SG
Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's ITB Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of iShares US Home Construction ETF (ITB) in Q2 2014, closing a stake of 500 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in ITB in Q1 2014 and held it in 1 quarter. The position peaked at $12K in Q1 2014. 127 funds tracked by Wall St. Rank hold ITB as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining iShares US Home Construction ETF position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 iShares US Home Construction ETF shares in Q2 2014, an estimated $12K.
  • Mark Sheptoff Financial Planning first reported a position in iShares US Home Construction ETF in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's iShares US Home Construction ETF position peaked at $12K in Q1 2014.
  • 127 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.