Appropriate Balance Financial Services’s Shopify SHOP Stock Holding History

Appropriate Balance Financial Services’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$5.61K	Buy	+6,530	New	+$66.7K	0.28%	21

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Appropriate Balance Financial Services's SHOP Position: Q3 2017 in Review

Appropriate Balance Financial Services opened a new position in Shopify (SHOP) in Q3 2017: 6,530 shares worth $5.61K. The stake represents 0.28% of the portfolio and ranks #21 among its holdings.

285 funds tracked by Wall St. Rank hold SHOP as of Q3 2017.

Appropriate Balance Financial Services held 6,530 shares of Shopify worth $5.61K as of Q3 2017.
Shopify was a new Appropriate Balance Financial Services position in Q3 2017.
Shopify made up 0.28% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #21 holding.
285 funds tracked by Wall St. Rank held Shopify as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.