BWA
SHPG

Burt Wealth Advisors’s Shire pic SHPG Stock Holding History

Burt Wealth Advisors’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
2017
Q4 		– Sell
-17
Closed -$3K – 404
2017
Q3 		$3K Sell
17
-43
-72% -$6.74K ﹤0.01% 320
2017
Q2 		$9K Buy
60
+14
+30% +$2.45K 0.01% 300
2017
Q1 		$8K Hold
46
– – 0.01% 279
2016
Q4 		$8K Sell
46
-15
-25% -$2.66K 0.01% 298
2016
Q3 		$11K Hold
61
– – 0.01% 262
2016
Q2 		$11K Buy
61
+59
+2,950% +$10.7K 0.01% 261
2016
Q1 		$1K Buy
+2
New +$335 ﹤0.01% 619

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's SHPG Position: Q4 2017 in Review

Burt Wealth Advisors sold out of Shire pic (SHPG) in Q4 2017, closing a stake of 17 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in SHPG in Q1 2016 and held it in 7 quarters. The position peaked at $11K in Q3 2016. 515 funds tracked by Wall St. Rank hold SHPG as of Q4 2017.

  • Burt Wealth Advisors reported no remaining Shire pic position as of Q4 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 17 Shire pic shares in Q4 2017, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Shire pic in Q1 2016 and held it in 7 quarters.
  • Burt Wealth Advisors's Shire pic position peaked at $11K in Q3 2016.
  • 515 funds tracked by Wall St. Rank held Shire pic as of Q4 2017.

Based on Burt Wealth Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.