MSFP
WHD icon

Mark Sheptoff Financial Planning’s Cactus WHD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,000
Closed -$115K – 365
2018
Q3 		$115K Buy
+3,000
New +$103K 0.08% 123

Other funds holding WHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mark Sheptoff Financial Planning's WHD Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Cactus (WHD) in Q4 2018, closing a stake of 3,000 shares — an estimated $115K sold.

Mark Sheptoff Financial Planning first reported a position in WHD in Q3 2018 and held it in 1 quarter. The position peaked at $115K in Q3 2018. 131 funds tracked by Wall St. Rank hold WHD as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Cactus position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,000 Cactus shares in Q4 2018, an estimated $115K.
  • Mark Sheptoff Financial Planning first reported a position in Cactus in Q3 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Cactus position peaked at $115K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Cactus as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.