Shine Investment Advisory Services’s Quaker Houghton KWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$9K	Hold	52	–	–	﹤0.01%	563
2020 Q2	$10K	Hold	52	–	–	﹤0.01%	551
2020 Q1	$7K	Hold	52	–	–	﹤0.01%	560
2019 Q4	$9K	Hold	52	–	–	﹤0.01%	592
2019 Q3	$8K	Hold	52	–	–	﹤0.01%	593
2019 Q2	$11K	Hold	52	–	–	0.01%	524
2019 Q1	$10K	Hold	52	–	–	﹤0.01%	546
2018 Q4	$9K	Hold	52	–	–	﹤0.01%	538
2018 Q3	$11K	Hold	52	–	–	0.01%	505
2018 Q2	$8K	Hold	52	–	–	﹤0.01%	558
2018 Q1	$8K	Hold	52	–	–	﹤0.01%	557
2017 Q4	$8K	Hold	52	–	–	﹤0.01%	571
2017 Q3	$8K	Hold	52	–	–	﹤0.01%	560
2017 Q2	$8K	Buy	+52	New	+$7.35K	﹤0.01%	550

Other funds holding KWR

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

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

Shine Investment Advisory Services held its Quaker Houghton (KWR) position steady in Q3 2020 at 52 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Shine Investment Advisory Services first reported a position in KWR in Q2 2017 and has held it in 14 quarters since. The position peaked at $11K in Q2 2019. 217 funds tracked by Wall St. Rank hold KWR as of Q3 2020.

Shine Investment Advisory Services held 52 shares of Quaker Houghton worth $9K as of Q3 2020.
Shine Investment Advisory Services left its Quaker Houghton share count unchanged in Q3 2020.
Quaker Houghton made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #563 holding.
Shine Investment Advisory Services first reported a position in Quaker Houghton in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Quaker Houghton position peaked at $11K in Q2 2019.
217 funds tracked by Wall St. Rank held Quaker Houghton as of Q3 2020.

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