Mark Sheptoff Financial Planning’s Viper Energy VNOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,369	Closed	-$381K	–	393
2019 Q2	$381K	Sell	12,369 -1,396	-10%	-$43.2K	0.26%	65
2019 Q1	$456K	Buy	13,765 +5	+0%	+$160	0.33%	60
2018 Q4	$358K	Buy	13,760 +5	+0%	+$164	0.3%	62
2018 Q3	$579K	Buy	13,755 +505	+4%	+$18.6K	0.4%	55
2018 Q2	$423K	Buy	13,250 +5,700	+75%	+$166K	0.31%	71
2018 Q1	$192K	Buy	7,550 +5,450	+260%	+$129K	0.13%	102
2017 Q4	$49K	Buy	+2,100	New	+$42.6K	0.03%	174

Other funds holding VNOM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's VNOM Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of Viper Energy (VNOM) in Q3 2019, closing a stake of 12,369 shares — an estimated $381K sold.

Mark Sheptoff Financial Planning first reported a position in VNOM in Q4 2017 and held it in 7 quarters. The position peaked at $579K in Q3 2018. 124 funds tracked by Wall St. Rank hold VNOM as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining Viper Energy position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 12,369 Viper Energy shares in Q3 2019, an estimated $381K.
Mark Sheptoff Financial Planning first reported a position in Viper Energy in Q4 2017 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Viper Energy position peaked at $579K in Q3 2018.
124 funds tracked by Wall St. Rank held Viper Energy as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.