SSWM
SHPG

Smith Salley Wealth Management’s Shire pic SHPG Stock Holding History

Smith Salley 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
2017
Q2 		– Sell
-10,000
Closed -$583K – 178
2017
Q1 		$583K Buy
+10,000
New +$1.75M 0.12% 108

Other funds holding SHPG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Smith Salley Wealth Management's SHPG Position: Q2 2017 in Review

Smith Salley Wealth Management sold out of Shire pic (SHPG) in Q2 2017, closing a stake of 10,000 shares — an estimated $583K sold.

Smith Salley Wealth Management first reported a position in SHPG in Q1 2017 and held it in 1 quarter. The position peaked at $583K in Q1 2017. 559 funds tracked by Wall St. Rank hold SHPG as of Q2 2017.

  • Smith Salley Wealth Management reported no remaining Shire pic position as of Q2 2017 after selling out during the quarter.
  • Smith Salley Wealth Management sold 10,000 Shire pic shares in Q2 2017, an estimated $583K.
  • Smith Salley Wealth Management first reported a position in Shire pic in Q1 2017 and held it in 1 quarter.
  • Smith Salley Wealth Management's Shire pic position peaked at $583K in Q1 2017.
  • 559 funds tracked by Wall St. Rank held Shire pic as of Q2 2017.

Based on Smith Salley Wealth Management's 13F filing for Q2 2017, filed 25 Jul 2017.