UCFA
SHPG

United Capital Financial Advisors’s Shire pic SHPG Stock Holding History

United Capital Financial Advisors’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
2019
Q1 		– Sell
-2,640
Closed -$457K – 1431
2018
Q4 		$457K Sell
2,640
-36
-1% -$6.3K ﹤0.01% 949
2018
Q3 		$485K Buy
2,676
+223
+9% +$38.6K ﹤0.01% 980
2018
Q2 		$414K Sell
2,453
-3,493
-59% -$563K ﹤0.01% 980
2018
Q1 		$888K Buy
5,946
+401
+7% +$55.2K 0.01% 802
2017
Q4 		$868K Sell
5,545
-3,003
-35% -$445K 0.01% 825
2017
Q3 		$1.31M Buy
8,548
+261
+3% +$40.9K 0.01% 702
2017
Q2 		$1.37M Buy
8,287
+1,870
+29% +$327K 0.01% 677
2017
Q1 		$1.12M Buy
6,417
+1,547
+32% +$270K 0.01% 712
2016
Q4 		$830K Buy
4,870
+879
+22% +$156K 0.01% 795
2016
Q3 		$774K Buy
3,991
+2,051
+106% +$400K 0.01% 844
2016
Q2 		$357K Buy
+1,940
New +$350K ﹤0.01% 999
2016
Q1 		– Sell
-991
Closed -$203K – 1325
2015
Q4 		$203K Buy
+991
New +$206K ﹤0.01% 1130
2014
Q4 		– Sell
-6,022
Closed -$1.56M – 1226
2014
Q3 		$1.56M Buy
+6,022
New +$1.49M 0.03% 505

Other funds holding SHPG

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

United Capital Financial Advisors's SHPG Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 2,640 shares — an estimated $457K sold.

United Capital Financial Advisors first reported a position in SHPG in Q3 2014 and held it in 13 quarters. The position peaked at $1.56M in Q3 2014. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,640 Shire pic shares in Q1 2019, an estimated $457K.
  • United Capital Financial Advisors first reported a position in Shire pic in Q3 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's Shire pic position peaked at $1.56M in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.