HHGA
SHPG

Halbert Hargrove Global Advisors’s Shire pic SHPG Stock Holding History

Halbert Hargrove Global 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
2015
Q3 		– Sell
-1,196
Closed -$289K – 183
2015
Q2 		$289K Buy
1,196
+124
+12% +$30.8K 0.07% 141
2015
Q1 		$257K Buy
+1,072
New +$246K 0.08% 157

Other funds holding SHPG

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

Halbert Hargrove Global Advisors's SHPG Position: Q3 2015 in Review

Halbert Hargrove Global Advisors sold out of Shire pic (SHPG) in Q3 2015, closing a stake of 1,196 shares — an estimated $289K sold.

Halbert Hargrove Global Advisors first reported a position in SHPG in Q1 2015 and held it in 2 quarters. The position peaked at $289K in Q2 2015. 343 funds tracked by Wall St. Rank hold SHPG as of Q3 2015.

  • Halbert Hargrove Global Advisors reported no remaining Shire pic position as of Q3 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1,196 Shire pic shares in Q3 2015, an estimated $289K.
  • Halbert Hargrove Global Advisors first reported a position in Shire pic in Q1 2015 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Shire pic position peaked at $289K in Q2 2015.
  • 343 funds tracked by Wall St. Rank held Shire pic as of Q3 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.