Shine Investment Advisory Services’s West Pharmaceutical WST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$47K	Sell	172 -36	-17%	-$9.53K	0.02%	310
2020 Q2	$47K	Buy	208 +41	+25%	+$8.06K	0.02%	305
2020 Q1	$25K	Hold	167	–	–	0.01%	391
2019 Q4	$25K	Hold	167	–	–	0.01%	452
2019 Q3	$24K	Hold	167	–	–	0.01%	432
2019 Q2	$21K	Sell	167 -33	-17%	-$3.9K	0.01%	452
2019 Q1	$22K	Hold	200	–	–	0.01%	451
2018 Q4	$20K	Sell	200 -59	-23%	-$6.4K	0.01%	443
2018 Q3	$32K	Buy	259 +124	+92%	+$13.9K	0.02%	382
2018 Q2	$13K	Hold	135	–	–	0.01%	495
2018 Q1	$12K	Hold	135	–	–	0.01%	506
2017 Q4	$13K	Hold	135	–	–	0.01%	503
2017 Q3	$13K	Hold	135	–	–	0.01%	501
2017 Q2	$13K	Buy	+135	New	+$12.4K	0.01%	489

Other funds holding WST

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its West Pharmaceutical (WST) stake by 17% in Q3 2020, selling an estimated $9.53K and leaving 172 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #310.

Shine Investment Advisory Services first reported a position in WST in Q2 2017 and has held it in 14 quarters since. 574 funds tracked by Wall St. Rank hold WST as of Q3 2020.

Shine Investment Advisory Services held 172 shares of West Pharmaceutical worth $47K as of Q3 2020.
Shine Investment Advisory Services sold 36 West Pharmaceutical shares in Q3 2020, an estimated $9.53K.
West Pharmaceutical made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #310 holding.
Shine Investment Advisory Services first reported a position in West Pharmaceutical in Q2 2017 and has held it in 14 quarters since.
574 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2020.

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