CWM
SHPG

Concert Wealth Management’s Shire pic SHPG Stock Holding History

Concert 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
2017
Q2 		– Sell
-2,756
Closed -$468K – 497
2017
Q1 		$468K Buy
+2,756
New +$481K 0.11% 264
2016
Q4 		– Sell
-2,189
Closed -$428K – 1019
2016
Q3 		$428K Buy
2,189
+87
+4% +$17K 0.05% 408
2016
Q2 		$389K Buy
+2,102
New +$380K 0.05% 396
2015
Q3 		– Sell
-1,494
Closed -$359K – 765
2015
Q2 		$359K Buy
+1,494
New +$371K 0.05% 446

Other funds holding SHPG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's SHPG Position: Q2 2017 in Review

Concert Wealth Management sold out of Shire pic (SHPG) in Q2 2017, closing a stake of 2,756 shares — an estimated $468K sold.

Concert Wealth Management first reported a position in SHPG in Q2 2015 and held it in 4 quarters. The position peaked at $468K in Q1 2017. 559 funds tracked by Wall St. Rank hold SHPG as of Q2 2017.

  • Concert Wealth Management reported no remaining Shire pic position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,756 Shire pic shares in Q2 2017, an estimated $468K.
  • Concert Wealth Management first reported a position in Shire pic in Q2 2015 and held it in 4 quarters.
  • Concert Wealth Management's Shire pic position peaked at $468K in Q1 2017.
  • 559 funds tracked by Wall St. Rank held Shire pic as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.