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Moisand Fitzgerald Tamayo’s Shake Shack SHAK Stock Holding History

Moisand Fitzgerald Tamayo’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
2018
Q2 		– Sell
-100
Closed -$4K – 317
2018
Q1 		$4K Hold
100
– – ﹤0.01% 267
2017
Q4 		$4K Hold
100
– – ﹤0.01% 229
2017
Q3 		$3K Buy
+100
New +$3.27K ﹤0.01% 262

Other funds holding SHAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SHAK Position: Q2 2018 in Review

Moisand Fitzgerald Tamayo sold out of Shake Shack (SHAK) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Moisand Fitzgerald Tamayo first reported a position in SHAK in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 200 funds tracked by Wall St. Rank hold SHAK as of Q2 2018.

  • Moisand Fitzgerald Tamayo reported no remaining Shake Shack position as of Q2 2018 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 100 Shake Shack shares in Q2 2018, an estimated $4K.
  • Moisand Fitzgerald Tamayo first reported a position in Shake Shack in Q3 2017 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Shake Shack position peaked at $4K in Q1 2018.
  • 200 funds tracked by Wall St. Rank held Shake Shack as of Q2 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2018, filed 8 Aug 2018.