Shine Investment Advisory Services’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$38K	Hold	638	–	–	0.01%	350
2020 Q2	$41K	Hold	638	–	–	0.02%	333
2020 Q1	$34K	Hold	638	–	–	0.02%	333
2019 Q4	$50K	Hold	638	–	–	0.02%	324
2019 Q3	$38K	Hold	638	–	–	0.02%	364
2019 Q2	$36K	Hold	638	–	–	0.02%	368
2019 Q1	$42K	Hold	638	–	–	0.02%	336
2018 Q4	$40K	Hold	638	–	–	0.02%	317
2018 Q3	$53K	Sell	638 -49	-7%	-$4.3K	0.03%	288
2018 Q2	$64K	Hold	687	–	–	0.03%	262
2018 Q1	$69K	Hold	687	–	–	0.04%	239
2017 Q4	$67K	Sell	687 -44	-6%	-$4.21K	0.03%	245
2017 Q3	$70K	Buy	731 +44	+6%	+$4.1K	0.04%	234
2017 Q2	$62K	Buy	+687	New	+$57.1K	0.03%	240

Other funds holding STT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Shine Investment Advisory Services held its State Street (STT) position steady in Q3 2020 at 638 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #350.

Shine Investment Advisory Services first reported a position in STT in Q2 2017 and has held it in 14 quarters since. The position peaked at $70K in Q3 2017. 760 funds tracked by Wall St. Rank hold STT as of Q3 2020.

Shine Investment Advisory Services held 638 shares of State Street worth $38K as of Q3 2020.
Shine Investment Advisory Services left its State Street share count unchanged in Q3 2020.
State Street made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #350 holding.
Shine Investment Advisory Services first reported a position in State Street in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's State Street position peaked at $70K in Q3 2017.
760 funds tracked by Wall St. Rank held State Street as of Q3 2020.

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