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Realta Investment Advisors’s Shore Bancshares SHBI Stock Holding History

Realta Investment Advisors’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-650
Closed -$11K – 1196
2019
Q4 		$11K Buy
+650
New +$10.6K ﹤0.01% 1110

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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Realta Investment Advisors's SHBI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Shore Bancshares (SHBI) in Q1 2020, closing a stake of 650 shares — an estimated $11K sold.

Realta Investment Advisors first reported a position in SHBI in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 70 funds tracked by Wall St. Rank hold SHBI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Shore Bancshares position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 650 Shore Bancshares shares in Q1 2020, an estimated $11K.
  • Realta Investment Advisors first reported a position in Shore Bancshares in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Shore Bancshares position peaked at $11K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held Shore Bancshares as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.