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Mark Sheptoff Financial Planning’s US Foods USFD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$13K – 399
2017
Q4 		$13K Buy
+400
New +$11.3K 0.01% 265

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's USFD Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of US Foods (USFD) in Q1 2018, closing a stake of 400 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in USFD in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 291 funds tracked by Wall St. Rank hold USFD as of Q1 2018.

  • Mark Sheptoff Financial Planning reported no remaining US Foods position as of Q1 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 US Foods shares in Q1 2018, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in US Foods in Q4 2017 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's US Foods position peaked at $13K in Q4 2017.
  • 291 funds tracked by Wall St. Rank held US Foods as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.