MacGuire Cheswick & Tuttle Investment Counsel’s Shopify SHOP Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$1.13M	Buy	81,300 +2,250	+3%	+$31.7K	0.24%	58
2018 Q3	$1.3M	Buy	79,050 +1,000	+1%	+$15.2K	0.22%	63
2018 Q2	$1.14M	Sell	78,050 -2,250	-3%	-$31.8K	0.21%	63
2018 Q1	$1M	Hold	80,300	–	–	0.19%	66
2017 Q4	$811K	Buy	80,300 +4,850	+6%	+$49.7K	0.15%	66
2017 Q3	$879K	Buy	75,450 +11,000	+17%	+$112K	0.17%	67
2017 Q2	$560K	Buy	+64,450	New	+$545K	0.11%	69

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's SHOP Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel increased its Shopify (SHOP) stake by 2.8% in Q4 2018, buying an estimated $31.7K and bringing the position to 81,300 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #58.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in SHOP in Q2 2017 and has held it in 7 quarters since. The position peaked at $1.3M in Q3 2018. 427 funds tracked by Wall St. Rank hold SHOP as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 81,300 shares of Shopify worth $1.13M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel bought 2,250 Shopify shares in Q4 2018, an estimated $31.7K.
Shopify made up 0.24% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #58 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Shopify in Q2 2017 and has held it in 7 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's Shopify position peaked at $1.3M in Q3 2018.
427 funds tracked by Wall St. Rank held Shopify as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.