IWA
SHPG

Intercontinental Wealth Advisors’s Shire pic SHPG Stock Holding History

Intercontinental Wealth 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
2017
Q1 		– Sell
-1,632
Closed -$278K – 161
2016
Q4 		$278K Sell
1,632
-93
-5% -$16.5K 0.18% 114
2016
Q3 		$334K Sell
1,725
-169
-9% -$33K 0.24% 84
2016
Q2 		$349K Sell
1,894
-139
-7% -$25.1K 0.26% 86
2016
Q1 		$349K Sell
2,033
-179
-8% -$30K 0.26% 85
2015
Q4 		$453K Buy
+2,212
New +$460K 0.31% 70

Other funds holding SHPG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Intercontinental Wealth Advisors's SHPG Position: Q1 2017 in Review

Intercontinental Wealth Advisors sold out of Shire pic (SHPG) in Q1 2017, closing a stake of 1,632 shares — an estimated $278K sold.

Intercontinental Wealth Advisors first reported a position in SHPG in Q4 2015 and held it in 5 quarters. The position peaked at $453K in Q4 2015. 586 funds tracked by Wall St. Rank hold SHPG as of Q1 2017.

  • Intercontinental Wealth Advisors reported no remaining Shire pic position as of Q1 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,632 Shire pic shares in Q1 2017, an estimated $278K.
  • Intercontinental Wealth Advisors first reported a position in Shire pic in Q4 2015 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Shire pic position peaked at $453K in Q4 2015.
  • 586 funds tracked by Wall St. Rank held Shire pic as of Q1 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2017, filed 9 Mar 2018.