MSFP
KTEC

Mark Sheptoff Financial Planning’s Key Technology Inc KTEC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KTEC Stock Details KTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-40
Closed – – 383
2016
Q2 		$0 Hold
40
– – ﹤0.01% 386
2016
Q1 		$0 Hold
40
– – ﹤0.01% 411
2015
Q4 		$0 Hold
40
– – ﹤0.01% 441
2015
Q3 		$0 Hold
40
– – ﹤0.01% 463
2015
Q2 		$1K Hold
40
– – ﹤0.01% 384
2015
Q1 		$1K Hold
40
– – ﹤0.01% 329
2014
Q4 		$1K Hold
40
– – ﹤0.01% 323
2014
Q3 		$1K Hold
40
– – ﹤0.01% 333
2014
Q2 		$0 Hold
40
– – ﹤0.01% 374
2014
Q1 		$1K Buy
+40
New +$523 ﹤0.01% 352

Other funds holding KTEC

KL
Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's KTEC Position: Q3 2016 in Review

Mark Sheptoff Financial Planning sold out of Key Technology Inc (KTEC) in Q3 2016, closing a stake of 40 shares.

Mark Sheptoff Financial Planning first reported a position in KTEC in Q1 2014 and held it in 10 quarters. The position peaked at $1K in Q2 2015. 30 funds tracked by Wall St. Rank hold KTEC as of Q3 2016.

  • Mark Sheptoff Financial Planning reported no remaining Key Technology Inc position as of Q3 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 40 Key Technology Inc shares in Q3 2016.
  • Mark Sheptoff Financial Planning first reported a position in Key Technology Inc in Q1 2014 and held it in 10 quarters.
  • Mark Sheptoff Financial Planning's Key Technology Inc position peaked at $1K in Q2 2015.
  • 30 funds tracked by Wall St. Rank held Key Technology Inc as of Q3 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2016, filed 7 Nov 2016.