WAM
SFLY

Wealthspire Advisors (Maryland)’s Shutterfly, Inc. SFLY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-61
Closed -$2K – 2452
2019
Q1 		$2K Sell
61
-1
-2% -$44 ﹤0.01% 2263
2018
Q4 		$2K Sell
62
-58
-48% -$3.05K ﹤0.01% 2185
2018
Q3 		$8K Hold
120
– – ﹤0.01% 1632
2018
Q2 		$11K Hold
120
– – ﹤0.01% 1520
2018
Q1 		$10K Buy
120
+31
+35% +$2.16K ﹤0.01% 1591
2017
Q4 		$4K Buy
89
+41
+85% +$1.86K ﹤0.01% 1947
2017
Q3 		$2K Sell
48
-9
-16% -$424 ﹤0.01% 2036
2017
Q2 		$3K Buy
+57
New +$2.84K ﹤0.01% 1938

Other funds holding SFLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SFLY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Shutterfly, Inc. (SFLY) in Q2 2019, closing a stake of 61 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SFLY in Q2 2017 and held it in 8 quarters. The position peaked at $11K in Q2 2018. 189 funds tracked by Wall St. Rank hold SFLY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Shutterfly, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 61 Shutterfly, Inc. shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Shutterfly, Inc. in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Shutterfly, Inc. position peaked at $11K in Q2 2018.
  • 189 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.