WF
SHPG

Welch & Forbes’s Shire pic SHPG Stock Holding History

Welch & Forbes’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
2016
Q4 		– Sell
-1,397
Closed -$271K – 360
2016
Q3 		$271K Sell
1,397
-1,276
-48% -$249K 0.01% 263
2016
Q2 		$492K Buy
+2,673
New +$483K 0.02% 243
2014
Q3 		– Sell
-1,100
Closed -$259K – 363
2014
Q2 		$259K Buy
+1,100
New +$191K 0.01% 298

Other funds holding SHPG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Welch & Forbes's SHPG Position: Q4 2016 in Review

Welch & Forbes sold out of Shire pic (SHPG) in Q4 2016, closing a stake of 1,397 shares — an estimated $271K sold.

Welch & Forbes first reported a position in SHPG in Q2 2014 and held it in 3 quarters. The position peaked at $492K in Q2 2016. 601 funds tracked by Wall St. Rank hold SHPG as of Q4 2016.

  • Welch & Forbes reported no remaining Shire pic position as of Q4 2016 after selling out during the quarter.
  • Welch & Forbes sold 1,397 Shire pic shares in Q4 2016, an estimated $271K.
  • Welch & Forbes first reported a position in Shire pic in Q2 2014 and held it in 3 quarters.
  • Welch & Forbes's Shire pic position peaked at $492K in Q2 2016.
  • 601 funds tracked by Wall St. Rank held Shire pic as of Q4 2016.

Based on Welch & Forbes's 13F filing for Q4 2016, filed 7 Feb 2017.