LPWM
SHPG

Lake Point Wealth Management’s Shire pic SHPG Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-18
Closed -$3K – 928
2018
Q4 		$3K Buy
+18
New +$3.15K ﹤0.01% 646

Other funds holding SHPG

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Lake Point Wealth Management's SHPG Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 18 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in SHPG in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 18 Shire pic shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in Shire pic in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Shire pic position peaked at $3K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.