MKD Wealth Coaches’s Shopify SHOP Stock Holding History

MKD Wealth Coaches’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
2019 Q3	–	Sell	-2,000	Closed	-$60K	–	173
2019 Q2	$60K	Hold	2,000	–	–	0.05%	78
2019 Q1	$41K	Hold	2,000	–	–	0.04%	93
2018 Q4	$28K	Buy	+2,000	New	+$28.2K	0.03%	100

Other funds holding SHOP

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MKD Wealth Coaches's SHOP Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Shopify (SHOP) in Q3 2019, closing a stake of 2,000 shares — an estimated $60K sold.

MKD Wealth Coaches first reported a position in SHOP in Q4 2018 and held it in 3 quarters. The position peaked at $60K in Q2 2019. 531 funds tracked by Wall St. Rank hold SHOP as of Q3 2019.

MKD Wealth Coaches reported no remaining Shopify position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 2,000 Shopify shares in Q3 2019, an estimated $60K.
MKD Wealth Coaches first reported a position in Shopify in Q4 2018 and held it in 3 quarters.
MKD Wealth Coaches's Shopify position peaked at $60K in Q2 2019.
531 funds tracked by Wall St. Rank held Shopify as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.