IFWM
SHPG

Institute for Wealth Management’s Shire pic SHPG Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-2,693
Closed -$444K – 429
2017
Q2 		$444K Buy
+2,693
New +$471K 0.12% 245

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's SHPG Position: Q3 2017 in Review

Institute for Wealth Management sold out of Shire pic (SHPG) in Q3 2017, closing a stake of 2,693 shares — an estimated $444K sold.

Institute for Wealth Management first reported a position in SHPG in Q2 2017 and held it in 1 quarter. The position peaked at $444K in Q2 2017. 505 funds tracked by Wall St. Rank hold SHPG as of Q3 2017.

  • Institute for Wealth Management reported no remaining Shire pic position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 2,693 Shire pic shares in Q3 2017, an estimated $444K.
  • Institute for Wealth Management first reported a position in Shire pic in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Shire pic position peaked at $444K in Q2 2017.
  • 505 funds tracked by Wall St. Rank held Shire pic as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.