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Mark Sheptoff Financial Planning’s LGI Homes LGIH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-950
Closed -$23K – 378
2015
Q4 		$23K Buy
+950
New +$27.7K 0.02% 211

Other funds holding LGIH

GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's LGIH Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of LGI Homes (LGIH) in Q1 2016, closing a stake of 950 shares — an estimated $23K sold.

Mark Sheptoff Financial Planning first reported a position in LGIH in Q4 2015 and held it in 1 quarter. The position peaked at $23K in Q4 2015. 124 funds tracked by Wall St. Rank hold LGIH as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining LGI Homes position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 950 LGI Homes shares in Q1 2016, an estimated $23K.
  • Mark Sheptoff Financial Planning first reported a position in LGI Homes in Q4 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's LGI Homes position peaked at $23K in Q4 2015.
  • 124 funds tracked by Wall St. Rank held LGI Homes as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.