Klingman & Associates’s Shake Shack SHAK Stock Holding History

Klingman & Associates’s Portfolio SHAK Stock Details SHAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-84	Closed	-$3K	–	276
2016 Q3	$3K	Buy	+84	New	+$3.11K	﹤0.01%	343

Other funds holding SHAK

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHI

William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Klingman & Associates's SHAK Position: Q4 2016 in Review

Klingman & Associates sold out of Shake Shack (SHAK) in Q4 2016, closing a stake of 84 shares — an estimated $3K sold.

Klingman & Associates first reported a position in SHAK in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 148 funds tracked by Wall St. Rank hold SHAK as of Q4 2016.

Klingman & Associates reported no remaining Shake Shack position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 84 Shake Shack shares in Q4 2016, an estimated $3K.
Klingman & Associates first reported a position in Shake Shack in Q3 2016 and held it in 1 quarter.
Klingman & Associates's Shake Shack position peaked at $3K in Q3 2016.
148 funds tracked by Wall St. Rank held Shake Shack as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.