NFG
SHPG

Next Financial Group’s Shire pic SHPG Stock Holding History

Next Financial Group’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
2019
Q1 		– Sell
-151
Closed -$26K – 2315
2018
Q4 		$26K Sell
151
-167
-53% -$29.2K 0.01% 1021
2018
Q3 		$58K Buy
+318
New +$55K 0.03% 515
2017
Q4 		– Sell
-896
Closed -$138K – 1774
2017
Q3 		$138K Sell
896
-642
-42% -$101K 0.04% 411
2017
Q2 		$254K Sell
1,538
-84
-5% -$14.7K 0.06% 301
2017
Q1 		$287K Buy
1,622
+197
+14% +$34.4K 0.08% 245
2016
Q4 		$243K Buy
1,425
+128
+10% +$22.7K 0.04% 416
2016
Q3 		$251K Buy
1,297
+608
+88% +$119K 0.05% 398
2016
Q2 		$126K Buy
+689
New +$124K 0.04% 401
2014
Q4 		– Sell
-30
Closed -$8K – 2699
2014
Q3 		$8K Buy
+30
New +$7.44K ﹤0.01% 1904

Other funds holding SHPG

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Next Financial Group's SHPG Position: Q1 2019 in Review

Next Financial Group sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 151 shares — an estimated $26K sold.

Next Financial Group first reported a position in SHPG in Q3 2014 and held it in 9 quarters. The position peaked at $287K in Q1 2017. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • Next Financial Group reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 151 Shire pic shares in Q1 2019, an estimated $26K.
  • Next Financial Group first reported a position in Shire pic in Q3 2014 and held it in 9 quarters.
  • Next Financial Group's Shire pic position peaked at $287K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.