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Mark Sheptoff Financial Planning’s Bristow Group VTOL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$4K – 342
2014
Q3 		$4K Hold
100
– – ﹤0.01% 308
2014
Q2 		$6K Buy
+100
New +$5.82K 0.01% 305

Other funds holding VTOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's VTOL Position: Q4 2014 in Review

Mark Sheptoff Financial Planning sold out of Bristow Group (VTOL) in Q4 2014, closing a stake of 100 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in VTOL in Q2 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 105 funds tracked by Wall St. Rank hold VTOL as of Q4 2014.

  • Mark Sheptoff Financial Planning reported no remaining Bristow Group position as of Q4 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Bristow Group shares in Q4 2014, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Bristow Group in Q2 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Bristow Group position peaked at $6K in Q2 2014.
  • 105 funds tracked by Wall St. Rank held Bristow Group as of Q4 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2014, filed 9 Feb 2015.