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Shine Investment Advisory Services’s Blackbaud BLKB Stock Holding History

Shine Investment Advisory Services’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-73
Closed -$5K – 695
2018
Q4 		$5K Hold
73
– – ﹤0.01% 606
2018
Q3 		$7K Hold
73
– – ﹤0.01% 567
2018
Q2 		$7K Hold
73
– – ﹤0.01% 576
2018
Q1 		$7K Sell
73
-17
-19% -$1.7K ﹤0.01% 572
2017
Q4 		$9K Sell
90
-28
-24% -$2.69K ﹤0.01% 539
2017
Q3 		$10K Hold
118
– – 0.01% 523
2017
Q2 		$10K Buy
+118
New +$9.68K 0.01% 508

Other funds holding BLKB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shine Investment Advisory Services's BLKB Position: Q1 2019 in Review

Shine Investment Advisory Services sold out of Blackbaud (BLKB) in Q1 2019, closing a stake of 73 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in BLKB in Q2 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2017. 234 funds tracked by Wall St. Rank hold BLKB as of Q1 2019.

  • Shine Investment Advisory Services reported no remaining Blackbaud position as of Q1 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 73 Blackbaud shares in Q1 2019, an estimated $5K.
  • Shine Investment Advisory Services first reported a position in Blackbaud in Q2 2017 and held it in 7 quarters.
  • Shine Investment Advisory Services's Blackbaud position peaked at $10K in Q3 2017.
  • 234 funds tracked by Wall St. Rank held Blackbaud as of Q1 2019.

Based on Shine Investment Advisory Services's 13F filing for Q1 2019, filed 16 Apr 2019.