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Mark Sheptoff Financial Planning’s Viavi Solutions VIAV Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VIAV Stock Details VIAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1
Closed – – 385
2017
Q3 		$0 Hold
1
– – ﹤0.01% 392
2017
Q2 		$0 Sell
1
-1
-50% -$11 ﹤0.01% 376
2017
Q1 		$0 Buy
2
+1
+100% +$10 ﹤0.01% 374
2016
Q4 		$0 Hold
1
– – ﹤0.01% 374
2016
Q3 		$0 Hold
1
– – ﹤0.01% 375
2016
Q2 		$0 Hold
1
– – ﹤0.01% 376
2016
Q1 		$0 Sell
1
-28
-97% -$168 ﹤0.01% 402
2015
Q4 		$0 Hold
29
– – ﹤0.01% 431
2015
Q3 		$0 Buy
+29
New +$170 ﹤0.01% 447
2015
Q2 		– Sell
-51
Closed – – 406
2015
Q1 		$0 Hold
51
– – ﹤0.01% 346
2014
Q4 		$0 Hold
51
– – ﹤0.01% 341
2014
Q3 		$0 Sell
51
-2
-4% -$14 ﹤0.01% 354
2014
Q2 		$0 Hold
53
– – ﹤0.01% 365
2014
Q1 		$0 Buy
+53
New +$400 ﹤0.01% 361

Other funds holding VIAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's VIAV Position: Q4 2017 in Review

Mark Sheptoff Financial Planning sold out of Viavi Solutions (VIAV) in Q4 2017, closing a stake of 1 share.

Mark Sheptoff Financial Planning first reported a position in VIAV in Q1 2014 and held it in 14 quarters. The position peaked at $0 in Q3 2017. 265 funds tracked by Wall St. Rank hold VIAV as of Q4 2017.

  • Mark Sheptoff Financial Planning reported no remaining Viavi Solutions position as of Q4 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1 Viavi Solutions share in Q4 2017.
  • Mark Sheptoff Financial Planning first reported a position in Viavi Solutions in Q1 2014 and held it in 14 quarters.
  • Mark Sheptoff Financial Planning's Viavi Solutions position peaked at $0 in Q3 2017.
  • 265 funds tracked by Wall St. Rank held Viavi Solutions as of Q4 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2017, filed 9 Feb 2018.