Congress Asset Management’s Shenandoah Telecom SHEN Stock Holding History

Congress Asset Management’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-30,703	Closed	-$1.04M	–	396
2017 Q4	$1.04M	Sell	30,703 -18,547	-38%	-$683K	0.02%	309
2017 Q3	$1.83M	Buy	+49,250	New	+$1.67M	0.03%	264

Other funds holding SHEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Congress Asset Management's SHEN Position: Q1 2018 in Review

Congress Asset Management sold out of Shenandoah Telecom (SHEN) in Q1 2018, closing a stake of 30,703 shares — an estimated $1.04M sold.

Congress Asset Management first reported a position in SHEN in Q3 2017 and held it in 2 quarters. The position peaked at $1.83M in Q3 2017. 116 funds tracked by Wall St. Rank hold SHEN as of Q1 2018.

Congress Asset Management reported no remaining Shenandoah Telecom position as of Q1 2018 after selling out during the quarter.
Congress Asset Management sold 30,703 Shenandoah Telecom shares in Q1 2018, an estimated $1.04M.
Congress Asset Management first reported a position in Shenandoah Telecom in Q3 2017 and held it in 2 quarters.
Congress Asset Management's Shenandoah Telecom position peaked at $1.83M in Q3 2017.
116 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2018.

Based on Congress Asset Management's 13F filing for Q1 2018, filed 11 May 2018.