MFW
SHPG

Mosaic Family Wealth’s Shire pic SHPG Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-11
Closed -$2K – 674
2018
Q3 		$2K Hold
11
– – ﹤0.01% 616
2018
Q2 		$2K Sell
11
-11
-50% -$1.77K ﹤0.01% 653
2018
Q1 		$3K Sell
22
-109
-83% -$15K ﹤0.01% 621
2017
Q4 		$20K Sell
131
-134
-51% -$19.9K 0.01% 455
2017
Q3 		$40K Buy
265
+123
+87% +$19.3K 0.02% 367
2017
Q2 		$23K Hold
142
– – 0.01% 425
2017
Q1 		$25K Hold
142
– – 0.01% 414
2016
Q4 		$24K Hold
142
– – 0.01% 417
2016
Q3 		$28K Hold
142
– – 0.01% 405
2016
Q2 		$26K Buy
+142
New +$25.6K 0.01% 415

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Family Wealth's SHPG Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Shire pic (SHPG) in Q4 2018, closing a stake of 11 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in SHPG in Q2 2016 and held it in 10 quarters. The position peaked at $40K in Q3 2017. 475 funds tracked by Wall St. Rank hold SHPG as of Q4 2018.

  • Mosaic Family Wealth reported no remaining Shire pic position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 11 Shire pic shares in Q4 2018, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Shire pic in Q2 2016 and held it in 10 quarters.
  • Mosaic Family Wealth's Shire pic position peaked at $40K in Q3 2017.
  • 475 funds tracked by Wall St. Rank held Shire pic as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.