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Mark Sheptoff Financial Planning’s Energous WATT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3
Closed -$7K – 381
2019
Q3 		$7K Hold
3
– – ﹤0.01% 293
2019
Q2 		$9K Sell
3
-1
-25% -$2.92K 0.01% 273
2019
Q1 		$15K Sell
4
-4
-50% -$17.4K 0.01% 232
2018
Q4 		$27K Buy
8
+1
+14% +$4.88K 0.02% 173
2018
Q3 		$45K Sell
7
-2
-22% -$15.5K 0.03% 174
2018
Q2 		$79K Buy
9
+7
+350% +$73.5K 0.06% 136
2018
Q1 		$21K Buy
+2
New +$23.7K 0.01% 230

Other funds holding WATT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's WATT Position: Q4 2019 in Review

Mark Sheptoff Financial Planning sold out of Energous (WATT) in Q4 2019, closing a stake of 3 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in WATT in Q1 2018 and held it in 7 quarters. The position peaked at $79K in Q2 2018. 65 funds tracked by Wall St. Rank hold WATT as of Q4 2019.

  • Mark Sheptoff Financial Planning reported no remaining Energous position as of Q4 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3 Energous shares in Q4 2019, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in Energous in Q1 2018 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Energous position peaked at $79K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held Energous as of Q4 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.