MSFP
LINE

Mark Sheptoff Financial Planning’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$3K – 364
2014
Q2 		$3K Hold
100
– – ﹤0.01% 319
2014
Q1 		$3K Buy
+100
New +$3.15K ﹤0.01% 330

Other funds holding LINE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's LINE Position: Q3 2014 in Review

Mark Sheptoff Financial Planning sold out of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in LINE in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2014. 247 funds tracked by Wall St. Rank hold LINE as of Q3 2014.

  • Mark Sheptoff Financial Planning reported no remaining LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position as of Q3 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q3 2014, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q1 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $3K in Q2 2014.
  • 247 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q3 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2014, filed 12 Nov 2014.