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Mark Sheptoff Financial Planning’s PetMed Express PETS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$14K – 335
2014
Q3 		$14K Hold
1,000
– – 0.01% 253
2014
Q2 		$13K Hold
1,000
– – 0.01% 256
2014
Q1 		$13K Buy
+1,000
New +$13.9K 0.01% 260

Other funds holding PETS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's PETS Position: Q4 2014 in Review

Mark Sheptoff Financial Planning sold out of PetMed Express (PETS) in Q4 2014, closing a stake of 1,000 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in PETS in Q1 2014 and held it in 3 quarters. The position peaked at $14K in Q3 2014. 121 funds tracked by Wall St. Rank hold PETS as of Q4 2014.

  • Mark Sheptoff Financial Planning reported no remaining PetMed Express position as of Q4 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 PetMed Express shares in Q4 2014, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in PetMed Express in Q1 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's PetMed Express position peaked at $14K in Q3 2014.
  • 121 funds tracked by Wall St. Rank held PetMed Express as of Q4 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2014, filed 9 Feb 2015.