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Mark Sheptoff Financial Planning’s Littelfuse LFUS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-210
Closed -$21K – 394
2015
Q1 		$21K Hold
210
– – 0.02% 212
2014
Q4 		$20K Hold
210
– – 0.02% 216
2014
Q3 		$18K Hold
210
– – 0.02% 232
2014
Q2 		$20K Hold
210
– – 0.02% 226
2014
Q1 		$20K Buy
+210
New +$19.4K 0.02% 235

Other funds holding LFUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's LFUS Position: Q2 2015 in Review

Mark Sheptoff Financial Planning sold out of Littelfuse (LFUS) in Q2 2015, closing a stake of 210 shares — an estimated $21K sold.

Mark Sheptoff Financial Planning first reported a position in LFUS in Q1 2014 and held it in 5 quarters. The position peaked at $21K in Q1 2015. 208 funds tracked by Wall St. Rank hold LFUS as of Q2 2015.

  • Mark Sheptoff Financial Planning reported no remaining Littelfuse position as of Q2 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 210 Littelfuse shares in Q2 2015, an estimated $21K.
  • Mark Sheptoff Financial Planning first reported a position in Littelfuse in Q1 2014 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Littelfuse position peaked at $21K in Q1 2015.
  • 208 funds tracked by Wall St. Rank held Littelfuse as of Q2 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2015, filed 5 Aug 2015.