MYIA
SHPG

Mount Yale Investment Advisors’s Shire pic SHPG Stock Holding History

Mount Yale Investment Advisors’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
-435
Closed -$79K – 946
2018
Q3 		$79K Buy
435
+19
+5% +$3.29K 0.01% 515
2018
Q2 		$70K Sell
416
-4,308
-91% -$695K 0.01% 567
2018
Q1 		$706K Buy
+4,724
New +$650K 0.15% 130

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

Mount Yale Investment Advisors's SHPG Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Shire pic (SHPG) in Q4 2018, closing a stake of 435 shares — an estimated $79K sold.

Mount Yale Investment Advisors first reported a position in SHPG in Q1 2018 and held it in 3 quarters. The position peaked at $706K in Q1 2018. 475 funds tracked by Wall St. Rank hold SHPG as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Shire pic position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 435 Shire pic shares in Q4 2018, an estimated $79K.
  • Mount Yale Investment Advisors first reported a position in Shire pic in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Shire pic position peaked at $706K in Q1 2018.
  • 475 funds tracked by Wall St. Rank held Shire pic as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.