MSFP
WBMD

Mark Sheptoff Financial Planning’s WebMD Health Corp. WBMD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WBMD Stock Details WBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-194
Closed -$9K – 361
2014
Q2 		$9K Hold
194
– – 0.01% 286
2014
Q1 		$8K Buy
+194
New +$8.74K 0.01% 298

Other funds holding WBMD

KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's WBMD Position: Q3 2014 in Review

Mark Sheptoff Financial Planning sold out of WebMD Health Corp. (WBMD) in Q3 2014, closing a stake of 194 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in WBMD in Q1 2014 and held it in 2 quarters. The position peaked at $9K in Q2 2014. 179 funds tracked by Wall St. Rank hold WBMD as of Q3 2014.

  • Mark Sheptoff Financial Planning reported no remaining WebMD Health Corp. position as of Q3 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 194 WebMD Health Corp. shares in Q3 2014, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in WebMD Health Corp. in Q1 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's WebMD Health Corp. position peaked at $9K in Q2 2014.
  • 179 funds tracked by Wall St. Rank held WebMD Health Corp. as of Q3 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2014, filed 12 Nov 2014.