MSFP
WNR

Mark Sheptoff Financial Planning’s Western Refining Inc WNR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-101
Closed -$4K – 389
2017
Q1 		$4K Buy
101
+1
+1% +$36 ﹤0.01% 321
2016
Q4 		$4K Hold
100
– – ﹤0.01% 312
2016
Q3 		$3K Hold
100
– – ﹤0.01% 321
2016
Q2 		$2K Hold
100
– – ﹤0.01% 327
2016
Q1 		$3K Hold
100
– – ﹤0.01% 311
2015
Q4 		$4K Hold
100
– – ﹤0.01% 316
2015
Q3 		$4K Hold
100
– – ﹤0.01% 310
2015
Q2 		$4K Buy
+100
New +$4.44K ﹤0.01% 312

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Mark Sheptoff Financial Planning's WNR Position: Q2 2017 in Review

Mark Sheptoff Financial Planning sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 101 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in WNR in Q2 2015 and held it in 8 quarters. The position peaked at $4K in Q1 2017. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • Mark Sheptoff Financial Planning reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 101 Western Refining Inc shares in Q2 2017, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Western Refining Inc in Q2 2015 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Western Refining Inc position peaked at $4K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2017, filed 9 Aug 2017.