BWM
SHPG

BerganKDV Wealth Management’s Shire pic SHPG Stock Holding History

BerganKDV 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
2019
Q1 		– Sell
-10
Closed -$2K – 765
2018
Q4 		$2K Hold
10
– – ﹤0.01% 634
2018
Q3 		$2K Hold
10
– – ﹤0.01% 597
2018
Q2 		$2K Buy
+10
New +$1.61K ﹤0.01% 617

Other funds holding SHPG

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

BerganKDV Wealth Management's SHPG Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 10 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in SHPG in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • BerganKDV Wealth Management reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Shire pic shares in Q1 2019, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Shire pic in Q2 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's Shire pic position peaked at $2K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.