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Mark Sheptoff Financial Planning’s MasTec MTZ Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-600
Closed -$18K – 345
2014
Q2 		$18K Sell
600
-500
-45% -$18.8K 0.02% 234
2014
Q1 		$48K Buy
+1,100
New +$41.8K 0.04% 184

Other funds holding MTZ

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of MasTec (MTZ) in Q3 2014, closing a stake of 600 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in MTZ in Q1 2014 and held it in 2 quarters. The position peaked at $48K in Q1 2014. 218 funds tracked by Wall St. Rank hold MTZ as of Q3 2014.

  • Mark Sheptoff Financial Planning reported no remaining MasTec position as of Q3 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 600 MasTec shares in Q3 2014, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in MasTec in Q1 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's MasTec position peaked at $48K in Q1 2014.
  • 218 funds tracked by Wall St. Rank held MasTec as of Q3 2014.

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