Mark Sheptoff Financial Planning’s Viacom Inc. Class B VIAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-348	Closed	-$10K	–	390
2018 Q2	$10K	Hold	348	–	–	0.01%	285
2018 Q1	$11K	Hold	348	–	–	0.01%	280
2017 Q4	$11K	Hold	348	–	–	0.01%	277
2017 Q3	$10K	Sell	348 -81	-19%	-$2.5K	0.01%	288
2017 Q2	$14K	Sell	429 -1	-0.2%	-$38	0.01%	259
2017 Q1	$20K	Buy	430 +1	+0.2%	+$42	0.01%	227
2016 Q4	$15K	Hold	429	–	–	0.01%	243
2016 Q3	$16K	Hold	429	–	–	0.01%	238
2016 Q2	$18K	Sell	429 -20	-4%	-$827	0.01%	217
2016 Q1	$19K	Hold	449	–	–	0.02%	212
2015 Q4	$18K	Hold	449	–	–	0.01%	232
2015 Q3	$19K	Hold	449	–	–	0.02%	212
2015 Q2	$29K	Buy	449 +20	+5%	+$1.35K	0.02%	201
2015 Q1	$29K	Hold	429	–	–	0.02%	197
2014 Q4	$32K	Hold	429	–	–	0.03%	196
2014 Q3	$33K	Hold	429	–	–	0.03%	195
2014 Q2	$37K	Hold	429	–	–	0.03%	192
2014 Q1	$36K	Buy	+429	New	+$36.5K	0.03%	205

Other funds holding VIAB

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Mark Sheptoff Financial Planning's VIAB Position: Q3 2018 in Review

Mark Sheptoff Financial Planning sold out of Viacom Inc. Class B (VIAB) in Q3 2018, closing a stake of 348 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in VIAB in Q1 2014 and held it in 18 quarters. The position peaked at $37K in Q2 2014. 594 funds tracked by Wall St. Rank hold VIAB as of Q3 2018.

Mark Sheptoff Financial Planning reported no remaining Viacom Inc. Class B position as of Q3 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 348 Viacom Inc. Class B shares in Q3 2018, an estimated $10K.
Mark Sheptoff Financial Planning first reported a position in Viacom Inc. Class B in Q1 2014 and held it in 18 quarters.
Mark Sheptoff Financial Planning's Viacom Inc. Class B position peaked at $37K in Q2 2014.
594 funds tracked by Wall St. Rank held Viacom Inc. Class B as of Q3 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.