MSFP
MKL icon

Mark Sheptoff Financial Planning’s Markel Group MKL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5
Closed -$5K – 367
2016
Q3 		$5K Hold
5
– – ﹤0.01% 293
2016
Q2 		$5K Hold
5
– – ﹤0.01% 283
2016
Q1 		$4K Buy
+5
New +$4.3K ﹤0.01% 293

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Markel Group (MKL) in Q4 2016, closing a stake of 5 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in MKL in Q1 2016 and held it in 3 quarters. The position peaked at $5K in Q3 2016. 426 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining Markel Group position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5 Markel Group shares in Q4 2016, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Markel Group in Q1 2016 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Markel Group position peaked at $5K in Q3 2016.
  • 426 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

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