SFG
SHOP icon

SNS Financial Group’s Shopify SHOP Stock Holding History

SNS Financial Group’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,000
Closed -$247K – 212
2018
Q3 		$247K Hold
15,000
– – 0.06% 148
2018
Q2 		$219K Buy
+15,000
New +$212K 0.06% 155

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SNS Financial Group's SHOP Position: Q4 2018 in Review

SNS Financial Group sold out of Shopify (SHOP) in Q4 2018, closing a stake of 15,000 shares — an estimated $247K sold.

SNS Financial Group first reported a position in SHOP in Q2 2018 and held it in 2 quarters. The position peaked at $247K in Q3 2018. 427 funds tracked by Wall St. Rank hold SHOP as of Q4 2018.

  • SNS Financial Group reported no remaining Shopify position as of Q4 2018 after selling out during the quarter.
  • SNS Financial Group sold 15,000 Shopify shares in Q4 2018, an estimated $247K.
  • SNS Financial Group first reported a position in Shopify in Q2 2018 and held it in 2 quarters.
  • SNS Financial Group's Shopify position peaked at $247K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held Shopify as of Q4 2018.

Based on SNS Financial Group's 13F filing for Q4 2018, filed 5 Feb 2019.