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Mark Sheptoff Financial Planning’s Myriad Genetics MYGN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MYGN Stock Details MYGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-800
Closed -$28K – 395
2015
Q1 		$28K Sell
800
-700
-47% -$25.1K 0.02% 200
2014
Q4 		$51K Buy
1,500
+1,200
+400% +$42.6K 0.05% 167
2014
Q3 		$12K Sell
300
-150
-33% -$5.6K 0.01% 265
2014
Q2 		$18K Buy
+450
New +$16.7K 0.02% 235

Other funds holding MYGN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's MYGN Position: Q2 2015 in Review

Mark Sheptoff Financial Planning sold out of Myriad Genetics (MYGN) in Q2 2015, closing a stake of 800 shares — an estimated $28K sold.

Mark Sheptoff Financial Planning first reported a position in MYGN in Q2 2014 and held it in 4 quarters. The position peaked at $51K in Q4 2014. 234 funds tracked by Wall St. Rank hold MYGN as of Q2 2015.

  • Mark Sheptoff Financial Planning reported no remaining Myriad Genetics position as of Q2 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 Myriad Genetics shares in Q2 2015, an estimated $28K.
  • Mark Sheptoff Financial Planning first reported a position in Myriad Genetics in Q2 2014 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Myriad Genetics position peaked at $51K in Q4 2014.
  • 234 funds tracked by Wall St. Rank held Myriad Genetics as of Q2 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2015, filed 5 Aug 2015.