JIR
SFLY

James Investment Research’s Shutterfly, Inc. SFLY Stock Holding History

James Investment Research’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20,825
Closed -$1.88M – 884
2018
Q2 		$1.88M Sell
20,825
-9,580
-32% -$860K 0.07% 398
2018
Q1 		$2.47M Buy
+30,405
New +$2.12M 0.09% 212

Other funds holding SFLY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

James Investment Research's SFLY Position: Q3 2018 in Review

James Investment Research sold out of Shutterfly, Inc. (SFLY) in Q3 2018, closing a stake of 20,825 shares — an estimated $1.88M sold.

James Investment Research first reported a position in SFLY in Q1 2018 and held it in 2 quarters. The position peaked at $2.47M in Q1 2018. 201 funds tracked by Wall St. Rank hold SFLY as of Q3 2018.

  • James Investment Research reported no remaining Shutterfly, Inc. position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 20,825 Shutterfly, Inc. shares in Q3 2018, an estimated $1.88M.
  • James Investment Research first reported a position in Shutterfly, Inc. in Q1 2018 and held it in 2 quarters.
  • James Investment Research's Shutterfly, Inc. position peaked at $2.47M in Q1 2018.
  • 201 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.