CM
SFLY

Cibelli Mario’s Shutterfly, Inc. SFLY Stock Holding History

Cibelli Mario’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$24.6M Sell
440,000
-95,000
-18% -$5.28M 14.59% 2
2013
Q2 		$29.9M Buy
+535,000
New +$25.3M 16.02% 2

Other funds holding SFLY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cibelli Mario's SFLY Position: Q3 2013 in Review

Cibelli Mario reduced its Shutterfly, Inc. (SFLY) stake by 18% in Q3 2013, selling an estimated $5.28M and leaving 440,000 shares worth $24.6M. The position accounts for 14.59% of the portfolio, ranked #2.

Cibelli Mario first reported a position in SFLY in Q2 2013 and has held it in 2 quarters since. The position peaked at $29.9M in Q2 2013. 174 funds tracked by Wall St. Rank hold SFLY as of Q3 2013.

  • Cibelli Mario held 440,000 shares of Shutterfly, Inc. worth $24.6M as of Q3 2013.
  • Cibelli Mario sold 95,000 Shutterfly, Inc. shares in Q3 2013, an estimated $5.28M.
  • Shutterfly, Inc. made up 14.59% of Cibelli Mario's portfolio in Q3 2013, its #2 holding.
  • Cibelli Mario first reported a position in Shutterfly, Inc. in Q2 2013 and has held it in 2 quarters since.
  • Cibelli Mario's Shutterfly, Inc. position peaked at $29.9M in Q2 2013.
  • 174 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q3 2013.

Based on Cibelli Mario's 13F filing for Q3 2013, filed 14 Nov 2013.