MSFP
JNS

Mark Sheptoff Financial Planning’s Janus Capital Group Inc JNS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio JNS Stock Details JNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-400
Closed -$7K – 467
2015
Q2 		$7K Sell
400
-8,200
-95% -$147K 0.01% 291
2015
Q1 		$148K Sell
8,600
-2,900
-25% -$49.5K 0.12% 114
2014
Q4 		$185K Buy
+11,500
New +$173K 0.16% 96

Other funds holding JNS

DILH
Dai-ichi Life Holdings Tokyo, Japan $104M AUM 4.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Janus Capital Group Inc (JNS) in Q3 2015, closing a stake of 400 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in JNS in Q4 2014 and held it in 3 quarters. The position peaked at $185K in Q4 2014. 237 funds tracked by Wall St. Rank hold JNS as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Janus Capital Group Inc position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Janus Capital Group Inc shares in Q3 2015, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in Janus Capital Group Inc in Q4 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Janus Capital Group Inc position peaked at $185K in Q4 2014.
  • 237 funds tracked by Wall St. Rank held Janus Capital Group Inc as of Q3 2015.

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