LWM
SHPG

LBA Wealth Management’s Shire pic SHPG Stock Holding History

LBA 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
2015
Q4 		– Sell
-61
Closed -$13K – 431
2015
Q3 		$13K Hold
61
– – 0.01% 252
2015
Q2 		$15K Hold
61
– – 0.01% 224
2015
Q1 		$15K Hold
61
– – 0.01% 216
2014
Q4 		$13K Hold
61
– – 0.01% 221
2014
Q3 		$16K Hold
61
– – 0.01% 260
2014
Q2 		$14K Hold
61
– – 0.01% 195
2014
Q1 		$9K Hold
61
– – 0.01% 206
2013
Q4 		$9K Buy
+61
New +$8.02K 0.01% 216

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

LBA Wealth Management's SHPG Position: Q4 2015 in Review

LBA Wealth Management sold out of Shire pic (SHPG) in Q4 2015, closing a stake of 61 shares — an estimated $13K sold.

LBA Wealth Management first reported a position in SHPG in Q4 2013 and held it in 8 quarters. The position peaked at $16K in Q3 2014. 335 funds tracked by Wall St. Rank hold SHPG as of Q4 2015.

  • LBA Wealth Management reported no remaining Shire pic position as of Q4 2015 after selling out during the quarter.
  • LBA Wealth Management sold 61 Shire pic shares in Q4 2015, an estimated $13K.
  • LBA Wealth Management first reported a position in Shire pic in Q4 2013 and held it in 8 quarters.
  • LBA Wealth Management's Shire pic position peaked at $16K in Q3 2014.
  • 335 funds tracked by Wall St. Rank held Shire pic as of Q4 2015.

Based on LBA Wealth Management's 13F filing for Q4 2015, filed 3 Feb 2016.