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Shine Investment Advisory Services’s Biglari Holdings Class B BH Stock Holding History

Shine Investment Advisory Services’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-45
Closed -$10K – 652
2017
Q3 		$10K Hold
45
– – 0.01% 522
2017
Q2 		$12K Buy
+45
New +$12.3K 0.01% 492

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Shine Investment Advisory Services's BH Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of Biglari Holdings Class B (BH) in Q4 2017, closing a stake of 45 shares — an estimated $10K sold.

Shine Investment Advisory Services first reported a position in BH in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q2 2017. 109 funds tracked by Wall St. Rank hold BH as of Q4 2017.

  • Shine Investment Advisory Services reported no remaining Biglari Holdings Class B position as of Q4 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 45 Biglari Holdings Class B shares in Q4 2017, an estimated $10K.
  • Shine Investment Advisory Services first reported a position in Biglari Holdings Class B in Q2 2017 and held it in 2 quarters.
  • Shine Investment Advisory Services's Biglari Holdings Class B position peaked at $12K in Q2 2017.
  • 109 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.