HWP
SHPG

Hefty Wealth Partners’s Shire pic SHPG Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$8K Hold
53
– – 0.01% 193
2017
Q4 		$8K Hold
53
– – 0.01% 195
2017
Q3 		$8K Hold
53
– – 0.01% 189
2017
Q2 		$8K Hold
53
– – 0.01% 175
2017
Q1 		$9K Hold
53
– – 0.01% 177
2016
Q4 		$9K Hold
53
– – 0.01% 172
2016
Q3 		$10K Hold
53
– – 0.01% 175
2016
Q2 		$9K Buy
+53
New +$9.57K 0.01% 152

Other funds holding SHPG

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Hefty Wealth Partners's SHPG Position: Q1 2018 in Review

Hefty Wealth Partners held its Shire pic (SHPG) position steady in Q1 2018 at 53 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #193.

Hefty Wealth Partners first reported a position in SHPG in Q2 2016 and has held it in 8 quarters since. The position peaked at $10K in Q3 2016. 519 funds tracked by Wall St. Rank hold SHPG as of Q1 2018.

  • Hefty Wealth Partners held 53 shares of Shire pic worth $8K as of Q1 2018.
  • Hefty Wealth Partners left its Shire pic share count unchanged in Q1 2018.
  • Shire pic made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #193 holding.
  • Hefty Wealth Partners first reported a position in Shire pic in Q2 2016 and has held it in 8 quarters since.
  • Hefty Wealth Partners's Shire pic position peaked at $10K in Q3 2016.
  • 519 funds tracked by Wall St. Rank held Shire pic as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.