Mark Sheptoff Financial Planning’s SS&C Technologies SSNC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-120	Closed	-$7K	–	378
2019 Q4	$7K	Hold	120	–	–	﹤0.01%	305
2019 Q3	$6K	Sell	120 -680	-85%	-$34.8K	﹤0.01%	301
2019 Q2	$46K	Hold	800	–	–	0.03%	162
2019 Q1	$51K	Hold	800	–	–	0.04%	150
2018 Q4	$36K	Hold	800	–	–	0.03%	151
2018 Q3	$45K	Hold	800	–	–	0.03%	173
2018 Q2	$42K	Hold	800	–	–	0.03%	172
2018 Q1	$43K	Hold	800	–	–	0.03%	170
2017 Q4	$32K	Hold	800	–	–	0.02%	207
2017 Q3	$32K	Hold	800	–	–	0.02%	210
2017 Q2	$31K	Sell	800 -1	-0.1%	-$37	0.02%	204
2017 Q1	$28K	Buy	801 +1	+0.1%	+$34	0.02%	209
2016 Q4	$23K	Hold	800	–	–	0.02%	212
2016 Q3	$26K	Hold	800	–	–	0.02%	205
2016 Q2	$22K	Hold	800	–	–	0.02%	200
2016 Q1	$25K	Buy	800 +400	+100%	+$12.1K	0.02%	196
2015 Q4	$14K	Buy	+400	New	+$14.2K	0.01%	248

Other funds holding SSNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's SSNC Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of SS&C Technologies (SSNC) in Q1 2020, closing a stake of 120 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in SSNC in Q4 2015 and held it in 17 quarters. The position peaked at $51K in Q1 2019. 431 funds tracked by Wall St. Rank hold SSNC as of Q1 2020.

Mark Sheptoff Financial Planning reported no remaining SS&C Technologies position as of Q1 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 120 SS&C Technologies shares in Q1 2020, an estimated $7K.
Mark Sheptoff Financial Planning first reported a position in SS&C Technologies in Q4 2015 and held it in 17 quarters.
Mark Sheptoff Financial Planning's SS&C Technologies position peaked at $51K in Q1 2019.
431 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.