LWS
SHPG

Lucia Wealth Services’s Shire pic SHPG Stock Holding History

Lucia Wealth Services’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
2018
Q2 		– Sell
-19,176
Closed -$2.87M – 234
2018
Q1 		$2.87M Buy
19,176
+9,270
+94% +$1.28M 0.93% 39
2017
Q4 		$1.54M Buy
+9,906
New +$1.47M 0.68% 41

Other funds holding SHPG

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lucia Wealth Services's SHPG Position: Q2 2018 in Review

Lucia Wealth Services sold out of Shire pic (SHPG) in Q2 2018, closing a stake of 19,176 shares — an estimated $2.87M sold.

Lucia Wealth Services first reported a position in SHPG in Q4 2017 and held it in 2 quarters. The position peaked at $2.87M in Q1 2018. 529 funds tracked by Wall St. Rank hold SHPG as of Q2 2018.

  • Lucia Wealth Services reported no remaining Shire pic position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 19,176 Shire pic shares in Q2 2018, an estimated $2.87M.
  • Lucia Wealth Services first reported a position in Shire pic in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's Shire pic position peaked at $2.87M in Q1 2018.
  • 529 funds tracked by Wall St. Rank held Shire pic as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.