Shine Investment Advisory Services’s Artisan Partners APAM Stock Holding History

Shine Investment Advisory Services’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3K	Sell	80 -46	-37%	-$1.69K	﹤0.01%	670
2020 Q2	$4K	Hold	126	–	–	﹤0.01%	655
2020 Q1	$3K	Hold	126	–	–	﹤0.01%	649
2019 Q4	$4K	Hold	126	–	–	﹤0.01%	678
2019 Q3	$4K	Hold	126	–	–	﹤0.01%	664
2019 Q2	$3K	Hold	126	–	–	﹤0.01%	646
2019 Q1	$3K	Hold	126	–	–	﹤0.01%	655
2018 Q4	$3K	Hold	126	–	–	﹤0.01%	635
2018 Q3	$4K	Hold	126	–	–	﹤0.01%	614
2018 Q2	$4K	Hold	126	–	–	﹤0.01%	619
2018 Q1	$4K	Hold	126	–	–	﹤0.01%	608
2017 Q4	$5K	Hold	126	–	–	﹤0.01%	606
2017 Q3	$4K	Hold	126	–	–	﹤0.01%	616
2017 Q2	$4K	Buy	+126	New	+$3.62K	﹤0.01%	611

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shine Investment Advisory Services's APAM Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Artisan Partners (APAM) stake by 37% in Q3 2020, selling an estimated $1.69K and leaving 80 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Shine Investment Advisory Services first reported a position in APAM in Q2 2017 and has held it in 14 quarters since. The position peaked at $5K in Q4 2017. 254 funds tracked by Wall St. Rank hold APAM as of Q3 2020.

Shine Investment Advisory Services held 80 shares of Artisan Partners worth $3K as of Q3 2020.
Shine Investment Advisory Services sold 46 Artisan Partners shares in Q3 2020, an estimated $1.69K.
Artisan Partners made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #670 holding.
Shine Investment Advisory Services first reported a position in Artisan Partners in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Artisan Partners position peaked at $5K in Q4 2017.
254 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.