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Mark Sheptoff Financial Planning’s LeMaitre Vascular LMAT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LMAT Stock Details LMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$11K – 378
2018
Q1 		$11K Hold
300
– – 0.01% 276
2017
Q4 		$10K Sell
300
-100
-25% -$3.42K 0.01% 281
2017
Q3 		$15K Buy
+400
New +$13.6K 0.01% 257

Other funds holding LMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's LMAT Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of LeMaitre Vascular (LMAT) in Q2 2018, closing a stake of 300 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in LMAT in Q3 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 166 funds tracked by Wall St. Rank hold LMAT as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining LeMaitre Vascular position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 LeMaitre Vascular shares in Q2 2018, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in LeMaitre Vascular in Q3 2017 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's LeMaitre Vascular position peaked at $15K in Q3 2017.
  • 166 funds tracked by Wall St. Rank held LeMaitre Vascular as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.