MSFP
VMRK

Mark Sheptoff Financial Planning’s Vivmark Residential VMRK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-25
Closed -$2K – 356
2016
Q1 		$2K Hold
25
– – ﹤0.01% 317
2015
Q4 		$2K Hold
25
– – ﹤0.01% 329
2015
Q3 		$2K Buy
+25
New +$1.84K ﹤0.01% 342

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's VMRK Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of Vivmark Residential (VMRK) in Q2 2016, closing a stake of 25 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in VMRK in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2016. 521 funds tracked by Wall St. Rank hold VMRK as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining Vivmark Residential position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 25 Vivmark Residential shares in Q2 2016, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Vivmark Residential in Q3 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Vivmark Residential position peaked at $2K in Q1 2016.
  • 521 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.