LWM
SHPG

Lenox Wealth Management’s Shire pic SHPG Stock Holding History

Lenox 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
-1,318
Closed -$70K – 727
2018
Q4 		$70K Sell
1,318
-2,250
-63% -$394K 0.02% 190
2018
Q3 		$188K Buy
3,568
+3,560
+44,500% +$616K 0.06% 151
2018
Q2 		$1K Buy
+8
New +$1.29K ﹤0.01% 554

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

Lenox Wealth Management's SHPG Position: Q1 2019 in Review

Lenox Wealth Management sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 1,318 shares — an estimated $70K sold.

Lenox Wealth Management first reported a position in SHPG in Q2 2018 and held it in 3 quarters. The position peaked at $188K in Q3 2018. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • Lenox Wealth Management reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 1,318 Shire pic shares in Q1 2019, an estimated $70K.
  • Lenox Wealth Management first reported a position in Shire pic in Q2 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Shire pic position peaked at $188K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Lenox Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.