IPC
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Independent Portfolio Consultants’s Shopify SHOP Stock Holding History

Independent Portfolio Consultants’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$139K Sell
16,040
-14,110
-47% -$119K 0.06% 364
2017
Q1 		$205K Buy
+30,150
New +$174K 0.07% 329

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's SHOP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Shopify (SHOP) stake by 47% in Q2 2017, selling an estimated $119K and leaving 16,040 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #364.

Independent Portfolio Consultants first reported a position in SHOP in Q1 2017 and has held it in 2 quarters since. The position peaked at $205K in Q1 2017. 253 funds tracked by Wall St. Rank hold SHOP as of Q2 2017.

  • Independent Portfolio Consultants held 16,040 shares of Shopify worth $139K as of Q2 2017.
  • Independent Portfolio Consultants sold 14,110 Shopify shares in Q2 2017, an estimated $119K.
  • Shopify made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #364 holding.
  • Independent Portfolio Consultants first reported a position in Shopify in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's Shopify position peaked at $205K in Q1 2017.
  • 253 funds tracked by Wall St. Rank held Shopify as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.