MSFP
YHOO

Mark Sheptoff Financial Planning’s Yahoo Inc YHOO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-301
Closed -$14K – 385
2017
Q1 		$14K Buy
301
+1
+0.3% +$45 0.01% 258
2016
Q4 		$12K Hold
300
– – 0.01% 260
2016
Q3 		$13K Hold
300
– – 0.01% 248
2016
Q2 		$11K Hold
300
– – 0.01% 248
2016
Q1 		$11K Hold
300
– – 0.01% 246
2015
Q4 		$10K Sell
300
-600
-67% -$20K 0.01% 277
2015
Q3 		$26K Sell
900
-11
-1% -$382 0.02% 201
2015
Q2 		$36K Sell
911
-189
-17% -$8.12K 0.03% 189
2015
Q1 		$49K Sell
1,100
-175
-14% -$7.92K 0.04% 171
2014
Q4 		$64K Buy
1,275
+175
+16% +$8.24K 0.06% 152
2014
Q3 		$45K Buy
+1,100
New +$41.3K 0.04% 175

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

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

Mark Sheptoff Financial Planning sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 301 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in YHOO in Q3 2014 and held it in 11 quarters. The position peaked at $64K in Q4 2014. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Mark Sheptoff Financial Planning reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 301 Yahoo Inc shares in Q2 2017, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in Yahoo Inc in Q3 2014 and held it in 11 quarters.
  • Mark Sheptoff Financial Planning's Yahoo Inc position peaked at $64K in Q4 2014.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

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