BWM
SHPG

Baystate Wealth Management’s Shire pic SHPG Stock Holding History

Baystate Wealth Management’s Portfolio SHPG Stock Details SHPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-148
Closed -$22K – 750
2017
Q4 		$22K Sell
148
-135
-48% -$20K ﹤0.01% 293
2017
Q3 		$43K Buy
283
+98
+53% +$15.4K 0.01% 201
2017
Q2 		$30K Hold
185
– – 0.01% 229
2017
Q1 		$32K Hold
185
– – 0.01% 219
2016
Q4 		$33K Buy
+185
New +$32.8K 0.01% 181

Other funds holding SHPG

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Baystate Wealth Management's SHPG Position: Q1 2018 in Review

Baystate Wealth Management sold out of Shire pic (SHPG) in Q1 2018, closing a stake of 148 shares — an estimated $22K sold.

Baystate Wealth Management first reported a position in SHPG in Q4 2016 and held it in 5 quarters. The position peaked at $43K in Q3 2017. 519 funds tracked by Wall St. Rank hold SHPG as of Q1 2018.

  • Baystate Wealth Management reported no remaining Shire pic position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 148 Shire pic shares in Q1 2018, an estimated $22K.
  • Baystate Wealth Management first reported a position in Shire pic in Q4 2016 and held it in 5 quarters.
  • Baystate Wealth Management's Shire pic position peaked at $43K in Q3 2017.
  • 519 funds tracked by Wall St. Rank held Shire pic as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.