MSFP
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Mark Sheptoff Financial Planning’s Loews L Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-989
Closed -$44K – 352
2014
Q1 		$44K Buy
+989
New +$44.2K 0.04% 189

Other funds holding L

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Loews (L) in Q2 2014, closing a stake of 989 shares — an estimated $44K sold.

Mark Sheptoff Financial Planning first reported a position in L in Q1 2014 and held it in 1 quarter. The position peaked at $44K in Q1 2014. 433 funds tracked by Wall St. Rank hold L as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining Loews position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 989 Loews shares in Q2 2014, an estimated $44K.
  • Mark Sheptoff Financial Planning first reported a position in Loews in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Loews position peaked at $44K in Q1 2014.
  • 433 funds tracked by Wall St. Rank held Loews as of Q2 2014.

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