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Lowe Wealth Advisors’s Shake Shack SHAK Stock Holding History

Lowe Wealth Advisors’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
2017
Q2 		– Sell
-50
Closed -$2K – 231
2017
Q1 		$2K Hold
50
– – ﹤0.01% 189
2016
Q4 		$2K Hold
50
– – ﹤0.01% 195
2016
Q3 		$2K Hold
50
– – ﹤0.01% 205
2016
Q2 		$2K Hold
50
– – ﹤0.01% 205
2016
Q1 		$2K Buy
+50
New +$1.8K ﹤0.01% 188

Other funds holding SHAK

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lowe Wealth Advisors's SHAK Position: Q2 2017 in Review

Lowe Wealth Advisors sold out of Shake Shack (SHAK) in Q2 2017, closing a stake of 50 shares — an estimated $2K sold.

Lowe Wealth Advisors first reported a position in SHAK in Q1 2016 and held it in 5 quarters. The position peaked at $2K in Q1 2017. 154 funds tracked by Wall St. Rank hold SHAK as of Q2 2017.

  • Lowe Wealth Advisors reported no remaining Shake Shack position as of Q2 2017 after selling out during the quarter.
  • Lowe Wealth Advisors sold 50 Shake Shack shares in Q2 2017, an estimated $2K.
  • Lowe Wealth Advisors first reported a position in Shake Shack in Q1 2016 and held it in 5 quarters.
  • Lowe Wealth Advisors's Shake Shack position peaked at $2K in Q1 2017.
  • 154 funds tracked by Wall St. Rank held Shake Shack as of Q2 2017.

Based on Lowe Wealth Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.