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Advantage Investment Management’s Shake Shack SHAK Stock Holding History

Advantage Investment Management’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50
Closed -$2K – 1009
2016
Q3 		$2K Hold
50
– – ﹤0.01% 839
2016
Q2 		$2K Hold
50
– – ﹤0.01% 796
2016
Q1 		$2K Buy
+50
New +$1.8K ﹤0.01% 785

Other funds holding SHAK

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Advantage Investment Management's SHAK Position: Q4 2016 in Review

Advantage Investment Management sold out of Shake Shack (SHAK) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in SHAK in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 148 funds tracked by Wall St. Rank hold SHAK as of Q4 2016.

  • Advantage Investment Management reported no remaining Shake Shack position as of Q4 2016 after selling out during the quarter.
  • Advantage Investment Management sold 50 Shake Shack shares in Q4 2016, an estimated $2K.
  • Advantage Investment Management first reported a position in Shake Shack in Q1 2016 and held it in 3 quarters.
  • Advantage Investment Management's Shake Shack position peaked at $2K in Q3 2016.
  • 148 funds tracked by Wall St. Rank held Shake Shack as of Q4 2016.

Based on Advantage Investment Management's 13F filing for Q4 2016, filed 17 Feb 2017.