MSFP
MBLY

Mark Sheptoff Financial Planning’s Mobileye N.V. MBLY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$17K – 383
2016
Q3 		$17K Buy
+400
New +$18.5K 0.01% 233

Other funds holding MBLY

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's MBLY Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of Mobileye N.V. (MBLY) in Q4 2016, closing a stake of 400 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in MBLY in Q3 2016 and held it in 1 quarter. The position peaked at $17K in Q3 2016. 344 funds tracked by Wall St. Rank hold MBLY as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Mobileye N.V. position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Mobileye N.V. shares in Q4 2016, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in Mobileye N.V. in Q3 2016 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Mobileye N.V. position peaked at $17K in Q3 2016.
  • 344 funds tracked by Wall St. Rank held Mobileye N.V. as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.