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Mark Sheptoff Financial Planning’s Medpace MEDP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$12K – 362
2019
Q1 		$12K Buy
+200
New +$11.9K 0.01% 255

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's MEDP Position: Q2 2019 in Review

Mark Sheptoff Financial Planning sold out of Medpace (MEDP) in Q2 2019, closing a stake of 200 shares — an estimated $12K sold.

Mark Sheptoff Financial Planning first reported a position in MEDP in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 225 funds tracked by Wall St. Rank hold MEDP as of Q2 2019.

  • Mark Sheptoff Financial Planning reported no remaining Medpace position as of Q2 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Medpace shares in Q2 2019, an estimated $12K.
  • Mark Sheptoff Financial Planning first reported a position in Medpace in Q1 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Medpace position peaked at $12K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held Medpace as of Q2 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2019, filed 12 Aug 2019.