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Bruderman Asset Management’s Shopify SHOP Stock Holding History

Bruderman Asset Management’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
2019
Q1 		– Sell
-120
Closed -$2K – 683
2018
Q4 		$2K Buy
+120
New +$1.69K ﹤0.01% 577

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bruderman Asset Management's SHOP Position: Q1 2019 in Review

Bruderman Asset Management sold out of Shopify (SHOP) in Q1 2019, closing a stake of 120 shares — an estimated $2K sold.

Bruderman Asset Management first reported a position in SHOP in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 460 funds tracked by Wall St. Rank hold SHOP as of Q1 2019.

  • Bruderman Asset Management reported no remaining Shopify position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 120 Shopify shares in Q1 2019, an estimated $2K.
  • Bruderman Asset Management first reported a position in Shopify in Q4 2018 and held it in 1 quarter.
  • Bruderman Asset Management's Shopify position peaked at $2K in Q4 2018.
  • 460 funds tracked by Wall St. Rank held Shopify as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.