LFA
SHPG

Legacy Financial Advisors’s Shire pic SHPG Stock Holding History

Legacy Financial 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
2019
Q1 		– Sell
-158
Closed -$27K – 1206
2018
Q4 		$27K Buy
158
+21
+15% +$3.67K 0.01% 353
2018
Q3 		$24K Sell
137
-43
-24% -$7.44K 0.01% 351
2018
Q2 		$31K Sell
180
-41
-19% -$6.61K 0.01% 313
2018
Q1 		$33K Buy
221
+186
+531% +$25.6K 0.01% 296
2017
Q4 		$5K Buy
+35
New +$5.19K ﹤0.01% 658

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

Legacy Financial Advisors's SHPG Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 158 shares — an estimated $27K sold.

Legacy Financial Advisors first reported a position in SHPG in Q4 2017 and held it in 5 quarters. The position peaked at $33K in Q1 2018. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 158 Shire pic shares in Q1 2019, an estimated $27K.
  • Legacy Financial Advisors first reported a position in Shire pic in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Shire pic position peaked at $33K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.