HFP
SHPG

Holistic Financial Partners’s Shire pic SHPG Stock Holding History

Holistic Financial 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
Q2 		– Sell
-59
Closed -$9K – 436
2018
Q1 		$9K Sell
59
-95
-62% -$13.1K 0.01% 329
2017
Q4 		$24K Buy
+154
New +$22.8K 0.02% 268

Other funds holding SHPG

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PC
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Holistic Financial Partners's SHPG Position: Q2 2018 in Review

Holistic Financial Partners sold out of Shire pic (SHPG) in Q2 2018, closing a stake of 59 shares — an estimated $9K sold.

Holistic Financial Partners first reported a position in SHPG in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q4 2017. 529 funds tracked by Wall St. Rank hold SHPG as of Q2 2018.

  • Holistic Financial Partners reported no remaining Shire pic position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 59 Shire pic shares in Q2 2018, an estimated $9K.
  • Holistic Financial Partners first reported a position in Shire pic in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Shire pic position peaked at $24K in Q4 2017.
  • 529 funds tracked by Wall St. Rank held Shire pic as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.