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Mark Sheptoff Financial Planning’s Stratasys SSYS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SSYS Stock Details SSYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$11K – 352
2014
Q2 		$11K Hold
100
– – 0.01% 269
2014
Q1 		$11K Buy
+100
New +$12K 0.01% 277

Other funds holding SSYS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JCMLC
JAT Capital Management LP (Connecticut) Greenwich, Connecticut $3.72B AUM 19.21% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's SSYS Position: Q3 2014 in Review

Mark Sheptoff Financial Planning sold out of Stratasys (SSYS) in Q3 2014, closing a stake of 100 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in SSYS in Q1 2014 and held it in 2 quarters. The position peaked at $11K in Q2 2014. 270 funds tracked by Wall St. Rank hold SSYS as of Q3 2014.

  • Mark Sheptoff Financial Planning reported no remaining Stratasys position as of Q3 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Stratasys shares in Q3 2014, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Stratasys in Q1 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Stratasys position peaked at $11K in Q2 2014.
  • 270 funds tracked by Wall St. Rank held Stratasys as of Q3 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2014, filed 12 Nov 2014.