MSFP
UPI

Mark Sheptoff Financial Planning’s UROPLASTY INC-NEW UPI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio UPI Stock Details UPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$1K – 382
2014
Q1 		$1K Buy
+200
New +$781 ﹤0.01% 354

Other funds holding UPI

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's UPI Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of UROPLASTY INC-NEW (UPI) in Q2 2014, closing a stake of 200 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in UPI in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 37 funds tracked by Wall St. Rank hold UPI as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining UROPLASTY INC-NEW position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 UROPLASTY INC-NEW shares in Q2 2014, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in UROPLASTY INC-NEW in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's UROPLASTY INC-NEW position peaked at $1K in Q1 2014.
  • 37 funds tracked by Wall St. Rank held UROPLASTY INC-NEW as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.