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Mark Sheptoff Financial Planning’s PJT Partners PJT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-27
Closed -$1K – 385
2018
Q1 		$1K Hold
27
– – ﹤0.01% 371
2017
Q4 		$1K Hold
27
– – ﹤0.01% 362
2017
Q3 		$1K Hold
27
– – ﹤0.01% 362
2017
Q2 		$1K Sell
27
-1
-4% -$37 ﹤0.01% 354
2017
Q1 		$1K Buy
28
+1
+4% +$35 ﹤0.01% 354
2016
Q4 		$1K Hold
27
– – ﹤0.01% 343
2016
Q3 		$1K Hold
27
– – ﹤0.01% 338
2016
Q2 		$1K Hold
27
– – ﹤0.01% 334
2016
Q1 		$1K Hold
27
– – ﹤0.01% 336
2015
Q4 		$1K Buy
+27
New +$618 ﹤0.01% 364

Other funds holding PJT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Mark Sheptoff Financial Planning's PJT Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of PJT Partners (PJT) in Q2 2018, closing a stake of 27 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in PJT in Q4 2015 and held it in 10 quarters. The position peaked at $1K in Q1 2018. 206 funds tracked by Wall St. Rank hold PJT as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining PJT Partners position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 27 PJT Partners shares in Q2 2018, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in PJT Partners in Q4 2015 and held it in 10 quarters.
  • Mark Sheptoff Financial Planning's PJT Partners position peaked at $1K in Q1 2018.
  • 206 funds tracked by Wall St. Rank held PJT Partners as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.