MSFP
STJ

Mark Sheptoff Financial Planning’s St Jude Medical STJ Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$16K – 382
2016
Q4 		$16K Hold
200
– – 0.01% 241
2016
Q3 		$16K Hold
200
– – 0.01% 239
2016
Q2 		$16K Hold
200
– – 0.01% 226
2016
Q1 		$11K Hold
200
– – 0.01% 247
2015
Q4 		$12K Sell
200
-22
-10% -$1.39K 0.01% 262
2015
Q3 		$14K Buy
222
+22
+11% +$1.57K 0.01% 230
2015
Q2 		$15K Hold
200
– – 0.01% 246
2015
Q1 		$13K Hold
200
– – 0.01% 251
2014
Q4 		$13K Hold
200
– – 0.01% 252
2014
Q3 		$12K Hold
200
– – 0.01% 268
2014
Q2 		$14K Hold
200
– – 0.01% 252
2014
Q1 		$13K Buy
+200
New +$13K 0.01% 263

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Mark Sheptoff Financial Planning's STJ Position: Q1 2017 in Review

Mark Sheptoff Financial Planning sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 200 shares — an estimated $16K sold.

Mark Sheptoff Financial Planning first reported a position in STJ in Q1 2014 and held it in 12 quarters. The position peaked at $16K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Mark Sheptoff Financial Planning reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 St Jude Medical shares in Q1 2017, an estimated $16K.
  • Mark Sheptoff Financial Planning first reported a position in St Jude Medical in Q1 2014 and held it in 12 quarters.
  • Mark Sheptoff Financial Planning's St Jude Medical position peaked at $16K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2017, filed 8 May 2017.