MSFP
OVV icon

Mark Sheptoff Financial Planning’s Ovintiv OVV Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-300
Closed -$18K – 378
2017
Q3 		$18K Buy
+300
New +$14.7K 0.01% 247

Other funds holding OVV

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's OVV Position: Q4 2017 in Review

Mark Sheptoff Financial Planning sold out of Ovintiv (OVV) in Q4 2017, closing a stake of 300 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in OVV in Q3 2017 and held it in 1 quarter. The position peaked at $18K in Q3 2017. 346 funds tracked by Wall St. Rank hold OVV as of Q4 2017.

  • Mark Sheptoff Financial Planning reported no remaining Ovintiv position as of Q4 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Ovintiv shares in Q4 2017, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in Ovintiv in Q3 2017 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Ovintiv position peaked at $18K in Q3 2017.
  • 346 funds tracked by Wall St. Rank held Ovintiv as of Q4 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2017, filed 9 Feb 2018.