Shine Investment Advisory Services’s DocuSign DOCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$282K	Sell	1,312 -461	-26%	-$95.7K	0.1%	106
2020 Q2	$305K	Sell	1,773 -304	-15%	-$38.3K	0.11%	94
2020 Q1	$192K	Buy	2,077 +87	+4%	+$7K	0.09%	114
2019 Q4	$147K	Hold	1,990	–	–	0.06%	158
2019 Q3	$123K	Hold	1,990	–	–	0.06%	151
2019 Q2	$99K	Buy	1,990 +721	+57%	+$38.5K	0.05%	183
2019 Q1	$66K	Buy	+1,269	New	+$64.8K	0.03%	250

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its DocuSign (DOCU) stake by 26% in Q3 2020, selling an estimated $95.7K and leaving 1,312 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #106.

Shine Investment Advisory Services first reported a position in DOCU in Q1 2019 and has held it in 7 quarters since. The position peaked at $305K in Q2 2020. 850 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

Shine Investment Advisory Services held 1,312 shares of DocuSign worth $282K as of Q3 2020.
Shine Investment Advisory Services sold 461 DocuSign shares in Q3 2020, an estimated $95.7K.
DocuSign made up 0.1% of Shine Investment Advisory Services's portfolio in Q3 2020, its #106 holding.
Shine Investment Advisory Services first reported a position in DocuSign in Q1 2019 and has held it in 7 quarters since.
Shine Investment Advisory Services's DocuSign position peaked at $305K in Q2 2020.
850 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

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