Cypress Wealth Advisors’s Shire pic SHPG Stock Holding History

Cypress 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 Q2	–	Sell	-1,870	Closed	-$326K	–	213
2017 Q1	$326K	Buy	1,870 +153	+9%	+$26.7K	0.15%	133
2016 Q4	$293K	Sell	1,717 -2,038	-54%	-$361K	0.13%	140
2016 Q3	$728K	Buy	3,755 +1,958	+109%	+$382K	0.33%	69
2016 Q2	$331K	Buy	1,797 +183	+11%	+$33K	0.16%	120
2016 Q1	$277K	Sell	1,614 -3	-0.2%	-$502	0.13%	140
2015 Q4	$331K	Buy	1,617 +23	+1%	+$4.78K	0.17%	113
2015 Q3	$327K	Buy	+1,594	New	+$379K	0.18%	117

Other funds holding SHPG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Wealth Advisors's SHPG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Shire pic (SHPG) in Q2 2017, closing a stake of 1,870 shares — an estimated $326K sold.

Cypress Wealth Advisors first reported a position in SHPG in Q3 2015 and held it in 7 quarters. The position peaked at $728K in Q3 2016. 559 funds tracked by Wall St. Rank hold SHPG as of Q2 2017.

Cypress Wealth Advisors reported no remaining Shire pic position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 1,870 Shire pic shares in Q2 2017, an estimated $326K.
Cypress Wealth Advisors first reported a position in Shire pic in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Shire pic position peaked at $728K in Q3 2016.
559 funds tracked by Wall St. Rank held Shire pic as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.