MSFP
NOVT icon

Mark Sheptoff Financial Planning’s Novanta NOVT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,750
Closed -$325K – 349
2018
Q3 		$325K Hold
4,750
– – 0.22% 80
2018
Q2 		$296K Hold
4,750
– – 0.22% 83
2018
Q1 		$248K Sell
4,750
-2,000
-30% -$110K 0.17% 91
2017
Q4 		$338K Sell
6,750
-1,200
-15% -$58.5K 0.22% 86
2017
Q3 		$347K Sell
7,950
-200
-2% -$7.78K 0.23% 83
2017
Q2 		$293K Buy
+8,150
New +$259K 0.2% 93

Other funds holding NOVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mark Sheptoff Financial Planning's NOVT Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Novanta (NOVT) in Q4 2018, closing a stake of 4,750 shares — an estimated $325K sold.

Mark Sheptoff Financial Planning first reported a position in NOVT in Q2 2017 and held it in 6 quarters. The position peaked at $347K in Q3 2017. 183 funds tracked by Wall St. Rank hold NOVT as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Novanta position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,750 Novanta shares in Q4 2018, an estimated $325K.
  • Mark Sheptoff Financial Planning first reported a position in Novanta in Q2 2017 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Novanta position peaked at $347K in Q3 2017.
  • 183 funds tracked by Wall St. Rank held Novanta as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.