VFA
SHI

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
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Millennium Management
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.