OIA
SHPG

Optimum Investment Advisors’s Shire pic SHPG Stock Holding History

Optimum 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
2017
Q3 		– Sell
-2,174
Closed -$359K – 317
2017
Q2 		$359K Sell
2,174
-604
-22% -$106K 0.12% 197
2017
Q1 		$484K Buy
2,778
+125
+5% +$21.8K 0.17% 162
2016
Q4 		$452K Hold
2,653
– – 0.17% 158
2016
Q3 		$514K Buy
+2,653
New +$517K 0.19% 147
2015
Q1 		$24K Hold
100
– – 0.01% 657
2014
Q4 		$21K Buy
+100
New +$21.2K 0.01% 708

Other funds holding SHPG

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's SHPG Position: Q3 2017 in Review

Optimum Investment Advisors sold out of Shire pic (SHPG) in Q3 2017, closing a stake of 2,174 shares — an estimated $359K sold.

Optimum Investment Advisors first reported a position in SHPG in Q4 2014 and held it in 6 quarters. The position peaked at $514K in Q3 2016. 505 funds tracked by Wall St. Rank hold SHPG as of Q3 2017.

  • Optimum Investment Advisors reported no remaining Shire pic position as of Q3 2017 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,174 Shire pic shares in Q3 2017, an estimated $359K.
  • Optimum Investment Advisors first reported a position in Shire pic in Q4 2014 and held it in 6 quarters.
  • Optimum Investment Advisors's Shire pic position peaked at $514K in Q3 2016.
  • 505 funds tracked by Wall St. Rank held Shire pic as of Q3 2017.

Based on Optimum Investment Advisors's 13F filing for Q3 2017, filed 21 Nov 2017.