MSFP
RDUS

Mark Sheptoff Financial Planning’s Radius Recycling RDUS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio RDUS Stock Details RDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$16K – 353
2018
Q3 		$16K Sell
600
-1,368
-70% -$41K 0.01% 254
2018
Q2 		$66K Sell
1,968
-7,297
-79% -$233K 0.05% 143
2018
Q1 		$300K Sell
9,265
-5,312
-36% -$185K 0.21% 86
2017
Q4 		$488K Buy
14,577
+306
+2% +$8.95K 0.32% 67
2017
Q3 		$402K Sell
14,271
-1,193
-8% -$31.3K 0.27% 74
2017
Q2 		$390K Buy
15,464
+1,508
+11% +$29.8K 0.27% 76
2017
Q1 		$288K Sell
13,956
-2,514
-15% -$58.8K 0.21% 86
2016
Q4 		$423K Buy
16,470
+170
+1% +$4.37K 0.31% 69
2016
Q3 		$341K Buy
+16,300
New +$310K 0.25% 70

Other funds holding RDUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Radius Recycling (RDUS) in Q4 2018, closing a stake of 600 shares — an estimated $16K sold.

Mark Sheptoff Financial Planning first reported a position in RDUS in Q3 2016 and held it in 9 quarters. The position peaked at $488K in Q4 2017. 170 funds tracked by Wall St. Rank hold RDUS as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Radius Recycling position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 600 Radius Recycling shares in Q4 2018, an estimated $16K.
  • Mark Sheptoff Financial Planning first reported a position in Radius Recycling in Q3 2016 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's Radius Recycling position peaked at $488K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held Radius Recycling as of Q4 2018.

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