Valeo Financial Advisors’s Sinopec Shanghai Petrochemical Co., Ltd. SHI Stock Holding History

Valeo Financial Advisors’s Portfolio SHI Stock Details SHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-97	Closed	-$3K	–	1759
2019 Q3	$3K	Hold	97	–	–	﹤0.01%	1347
2019 Q2	$4K	Hold	97	–	–	﹤0.01%	1306
2019 Q1	$5K	Buy	97 +18	+23%	+$872	﹤0.01%	1207
2018 Q4	$3K	Hold	79	–	–	﹤0.01%	1239
2018 Q3	$3K	Hold	79	–	–	﹤0.01%	1395
2018 Q2	$5K	Hold	79	–	–	﹤0.01%	1164
2018 Q1	$5K	Sell	79 -1	-1%	-$60	﹤0.01%	1167
2017 Q4	$5K	Sell	80 -5	-6%	-$297	﹤0.01%	1040
2017 Q3	$5K	Buy	+85	New	+$5.02K	﹤0.01%	891

Other funds holding SHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Valeo Financial Advisors's SHI Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Sinopec Shanghai Petrochemical Co., Ltd. (SHI) in Q4 2019, closing a stake of 97 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in SHI in Q3 2017 and held it in 9 quarters. The position peaked at $5K in Q1 2019. 49 funds tracked by Wall St. Rank hold SHI as of Q4 2019.

Valeo Financial Advisors reported no remaining Sinopec Shanghai Petrochemical Co., Ltd. position as of Q4 2019 after selling out during the quarter.
Valeo Financial Advisors sold 97 Sinopec Shanghai Petrochemical Co., Ltd. shares in Q4 2019, an estimated $3K.
Valeo Financial Advisors first reported a position in Sinopec Shanghai Petrochemical Co., Ltd. in Q3 2017 and held it in 9 quarters.
Valeo Financial Advisors's Sinopec Shanghai Petrochemical Co., Ltd. position peaked at $5K in Q1 2019.
49 funds tracked by Wall St. Rank held Sinopec Shanghai Petrochemical Co., Ltd. as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.