Shine Investment Advisory Services’s SS&C Technologies SSNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-63	Closed	-$4K	–	764
2020 Q2	$4K	Hold	63	–	–	﹤0.01%	670
2020 Q1	$3K	Sell	63 -98	-61%	-$5.54K	﹤0.01%	662
2019 Q4	$10K	Sell	161 -55	-25%	-$3.08K	﹤0.01%	577
2019 Q3	$11K	Hold	216	–	–	0.01%	542
2019 Q2	$12K	Hold	216	–	–	0.01%	516
2019 Q1	$14K	Hold	216	–	–	0.01%	509
2018 Q4	$10K	Hold	216	–	–	﹤0.01%	521
2018 Q3	$12K	Hold	216	–	–	0.01%	502
2018 Q2	$11K	Hold	216	–	–	0.01%	514
2018 Q1	$12K	Hold	216	–	–	0.01%	504
2017 Q4	$9K	Hold	216	–	–	﹤0.01%	552
2017 Q3	$9K	Hold	216	–	–	﹤0.01%	545
2017 Q2	$8K	Buy	+216	New	+$8.05K	﹤0.01%	558

Other funds holding SSNC

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Shine Investment Advisory Services sold out of SS&C Technologies (SSNC) in Q3 2020, closing a stake of 63 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in SSNC in Q2 2017 and held it in 13 quarters. The position peaked at $14K in Q1 2019. 450 funds tracked by Wall St. Rank hold SSNC as of Q3 2020.

Shine Investment Advisory Services reported no remaining SS&C Technologies position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 63 SS&C Technologies shares in Q3 2020, an estimated $4K.
Shine Investment Advisory Services first reported a position in SS&C Technologies in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's SS&C Technologies position peaked at $14K in Q1 2019.
450 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2020.

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