WAM
SHPG

Wealthspire Advisors (Maryland)’s Shire pic SHPG Stock Holding History

Wealthspire Advisors (Maryland)’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
-260
Closed -$45K – 2696
2018
Q4 		$45K Sell
260
-147
-36% -$25.7K ﹤0.01% 908
2018
Q3 		$74K Sell
407
-5
-1% -$865 0.01% 814
2018
Q2 		$70K Sell
412
-1,701
-81% -$274K 0.01% 853
2018
Q1 		$316K Sell
2,113
-2,758
-57% -$380K 0.03% 350
2017
Q4 		$756K Buy
4,871
+970
+25% +$144K 0.07% 171
2017
Q3 		$597K Buy
3,901
+148
+4% +$23.2K 0.07% 212
2017
Q2 		$620K Buy
3,753
+848
+29% +$148K 0.07% 188
2017
Q1 		$506K Sell
2,905
-569
-16% -$99.4K 0.07% 183
2016
Q4 		$592K Buy
3,474
+215
+7% +$38.1K 0.09% 145
2016
Q3 		$631K Sell
3,259
-197
-6% -$38.4K 0.1% 143
2016
Q2 		$636K Buy
3,456
+1,247
+56% +$225K 0.11% 135
2016
Q1 		$379K Sell
2,209
-294
-12% -$49.2K 0.07% 200
2015
Q4 		$513K Buy
+2,503
New +$520K 0.1% 148

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 24.79% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHPG Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Shire pic (SHPG) in Q1 2019, closing a stake of 260 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in SHPG in Q4 2015 and held it in 13 quarters. The position peaked at $756K in Q4 2017. 3 funds tracked by Wall St. Rank hold SHPG as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Shire pic position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 260 Shire pic shares in Q1 2019, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in Shire pic in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Shire pic position peaked at $756K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Shire pic as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.