SHWM
SHPG

Smith & Howard Wealth Management’s Shire pic SHPG Stock Holding History

Smith & Howard Wealth Management’s Portfolio SHPG Stock Details SHPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-417
Closed -$50K – 275
2013
Q3 		$50K Buy
+417
New +$46.1K 0.03% 114

Other funds holding SHPG

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Smith & Howard Wealth Management's SHPG Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of Shire pic (SHPG) in Q4 2013, closing a stake of 417 shares — an estimated $50K sold.

Smith & Howard Wealth Management first reported a position in SHPG in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 240 funds tracked by Wall St. Rank hold SHPG as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Shire pic position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 417 Shire pic shares in Q4 2013, an estimated $50K.
  • Smith & Howard Wealth Management first reported a position in Shire pic in Q3 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Shire pic position peaked at $50K in Q3 2013.
  • 240 funds tracked by Wall St. Rank held Shire pic as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.