MSFP
VRTV

Mark Sheptoff Financial Planning’s VERITIV CORPORATION VRTV Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4
Closed – – 371
2020
Q2 		$0 Hold
4
– – ﹤0.01% 375
2020
Q1 		$0 Hold
4
– – ﹤0.01% 387
2019
Q4 		$0 Hold
4
– – ﹤0.01% 383
2019
Q3 		$0 Hold
4
– – ﹤0.01% 401
2019
Q2 		$0 Hold
4
– – ﹤0.01% 372
2019
Q1 		$0 Hold
4
– – ﹤0.01% 370
2018
Q4 		$0 Hold
4
– – ﹤0.01% 373
2018
Q3 		$0 Hold
4
– – ﹤0.01% 386
2018
Q2 		$0 Hold
4
– – ﹤0.01% 394
2018
Q1 		$0 Sell
4
-3
-43% -$91 ﹤0.01% 402
2017
Q4 		$0 Hold
7
– – ﹤0.01% 386
2017
Q3 		$0 Sell
7
-3
-30% -$100 ﹤0.01% 393
2017
Q2 		$0 Sell
10
-1
-9% -$46 ﹤0.01% 378
2017
Q1 		$1K Buy
11
+1
+10% +$55 ﹤0.01% 358
2016
Q4 		$1K Hold
10
– – ﹤0.01% 349
2016
Q3 		$1K Sell
10
-15
-60% -$693 ﹤0.01% 344
2016
Q2 		$1K Hold
25
– – ﹤0.01% 339
2016
Q1 		$1K Hold
25
– – ﹤0.01% 343
2015
Q4 		$1K Sell
25
-39
-61% -$1.55K ﹤0.01% 374
2015
Q3 		$2K Hold
64
– – ﹤0.01% 356
2015
Q2 		$2K Sell
64
-3
-4% -$122 ﹤0.01% 336
2015
Q1 		$3K Sell
67
-8
-11% -$399 ﹤0.01% 306
2014
Q4 		$4K Sell
75
-64
-46% -$3.07K ﹤0.01% 298
2014
Q3 		$7K Buy
+139
New +$5.9K 0.01% 292

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's VRTV Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of VERITIV CORPORATION (VRTV) in Q3 2020, closing a stake of 4 shares.

Mark Sheptoff Financial Planning first reported a position in VRTV in Q3 2014 and held it in 24 quarters. The position peaked at $7K in Q3 2014. 137 funds tracked by Wall St. Rank hold VRTV as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining VERITIV CORPORATION position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4 VERITIV CORPORATION shares in Q3 2020.
  • Mark Sheptoff Financial Planning first reported a position in VERITIV CORPORATION in Q3 2014 and held it in 24 quarters.
  • Mark Sheptoff Financial Planning's VERITIV CORPORATION position peaked at $7K in Q3 2014.
  • 137 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.