Shine Investment Advisory Services’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$55K	Hold	165	–	–	0.02%	278
2020 Q2	$54K	Sell	165 -41	-20%	-$11.8K	0.02%	273
2020 Q1	$54K	Hold	206	–	–	0.03%	255
2019 Q4	$55K	Hold	206	–	–	0.02%	299
2019 Q3	$50K	Hold	206	–	–	0.02%	306
2019 Q2	$59K	Hold	206	–	–	0.03%	271
2019 Q1	$51K	Hold	206	–	–	0.02%	297
2018 Q4	$41K	Hold	206	–	–	0.02%	311
2018 Q3	$46K	Hold	206	–	–	0.02%	316
2018 Q2	$41K	Hold	206	–	–	0.02%	345
2018 Q1	$41K	Hold	206	–	–	0.02%	342
2017 Q4	$40K	Hold	206	–	–	0.02%	342
2017 Q3	$37K	Hold	206	–	–	0.02%	353
2017 Q2	$34K	Buy	+206	New	+$33.7K	0.02%	346

Other funds holding FDS

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Shine Investment Advisory Services held its Factset (FDS) position steady in Q3 2020 at 165 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #278.

Shine Investment Advisory Services first reported a position in FDS in Q2 2017 and has held it in 14 quarters since. The position peaked at $59K in Q2 2019. 564 funds tracked by Wall St. Rank hold FDS as of Q3 2020.

Shine Investment Advisory Services held 165 shares of Factset worth $55K as of Q3 2020.
Shine Investment Advisory Services left its Factset share count unchanged in Q3 2020.
Factset made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #278 holding.
Shine Investment Advisory Services first reported a position in Factset in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Factset position peaked at $59K in Q2 2019.
564 funds tracked by Wall St. Rank held Factset as of Q3 2020.

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