MSFP
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Mark Sheptoff Financial Planning’s PPG Industries PPG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-34
Closed -$4K – 376
2018
Q2 		$4K Hold
34
– – ﹤0.01% 328
2018
Q1 		$4K Hold
34
– – ﹤0.01% 340
2017
Q4 		$4K Hold
34
– – ﹤0.01% 333
2017
Q3 		$4K Hold
34
– – ﹤0.01% 328
2017
Q2 		$4K Sell
34
-1
-3% -$108 ﹤0.01% 317
2017
Q1 		$4K Buy
35
+1
+3% +$101 ﹤0.01% 318
2016
Q4 		$3K Hold
34
– – ﹤0.01% 316
2016
Q3 		$4K Hold
34
– – ﹤0.01% 307
2016
Q2 		$4K Buy
34
+22
+183% +$2.4K ﹤0.01% 297
2016
Q1 		$1K Hold
12
– – ﹤0.01% 337
2015
Q4 		$1K Hold
12
– – ﹤0.01% 366
2015
Q3 		$1K Hold
12
– – ﹤0.01% 381
2015
Q2 		$1K Buy
+12
New +$1.37K ﹤0.01% 369

Other funds holding PPG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return