SIAS
URBN icon

Shine Investment Advisory Services’s Urban Outfitters URBN Stock Holding History

Shine Investment Advisory Services’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-136
Closed -$3K – 686
2017
Q2 		$3K Buy
+136
New +$2.8K ﹤0.01% 627

Other funds holding URBN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's URBN Position: Q3 2017 in Review

Shine Investment Advisory Services sold out of Urban Outfitters (URBN) in Q3 2017, closing a stake of 136 shares — an estimated $3K sold.

Shine Investment Advisory Services first reported a position in URBN in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 227 funds tracked by Wall St. Rank hold URBN as of Q3 2017.

  • Shine Investment Advisory Services reported no remaining Urban Outfitters position as of Q3 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 136 Urban Outfitters shares in Q3 2017, an estimated $3K.
  • Shine Investment Advisory Services first reported a position in Urban Outfitters in Q2 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's Urban Outfitters position peaked at $3K in Q2 2017.
  • 227 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2017.

Based on Shine Investment Advisory Services's 13F filing for Q3 2017, filed 1 Nov 2017.