Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Search
Sign in
Sign up
BHWM
SHPG
Bar Harbor Wealth Management’s
Shire pic
SHPG
Stock Holding History
Bar Harbor Wealth Management’s Portfolio
SHPG Stock Details
SHPG Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Sell
-1,850
Closed
-$315K
–
366
2016
Q4
$315K
Sell
1,850
-263
-
12
%
-$44.8K
0.03%
271
2016
Q3
$409K
Sell
2,113
-70
-
3
%
-$13.5K
0.05%
238
2016
Q2
$402K
Buy
+2,183
New
+$402K
0.05%
223
Sign up
Sign in
Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Theme
Close