MSFP
XOMA

Mark Sheptoff Financial Planning’s Xoma XOMA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio XOMA Stock Details XOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,600
Closed -$46K – 367
2018
Q3 		$46K Sell
2,600
-300
-10% -$6.02K 0.03% 169
2018
Q2 		$61K Buy
2,900
+1,400
+93% +$31.9K 0.05% 144
2018
Q1 		$30K Buy
1,500
+700
+88% +$19.6K 0.02% 203
2017
Q4 		$28K Buy
+800
New +$21.7K 0.02% 217

Other funds holding XOMA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Xoma (XOMA) in Q4 2018, closing a stake of 2,600 shares — an estimated $46K sold.

Mark Sheptoff Financial Planning first reported a position in XOMA in Q4 2017 and held it in 4 quarters. The position peaked at $61K in Q2 2018. 51 funds tracked by Wall St. Rank hold XOMA as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Xoma position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,600 Xoma shares in Q4 2018, an estimated $46K.
  • Mark Sheptoff Financial Planning first reported a position in Xoma in Q4 2017 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Xoma position peaked at $61K in Q2 2018.
  • 51 funds tracked by Wall St. Rank held Xoma as of Q4 2018.

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