SHINE INVESTMENT ADVISORY SERVICES INC

13F Filings History

Latest 13F report
Q3 2020 - Nov 3, 2020
Value $
$295M
Signature - Title
Chelsey Knight - CSM
Location
Lone Tree, CO
Summary
This page shows a list of all the recent 13F filings made by SHINE INVESTMENT ADVISORY SERVICES INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SHINE INVESTMENT ADVISORY SERVICES INC reported 711 stock holdings with total value $295M as of Q3 2020. Top holdings included DGRO, EFAV, QUAL, ISCF, and VCIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 711 $295M +$20M -$14.4M +$5.61M DGRO, EFAV, QUAL, ISCF, VCIT 13F-HR 11/3/2020, 12:52 PM
Q2 2020 716 $274M +$48.2M -$31.6M +$16.7M DGRO, EFAV, QUAL, ISCF, VCIT 13F-HR 7/29/2020, 11:42 AM
Q1 2020 704 $215M +$54.8M -$33.1M +$21.6M DGRO, EFAV, ISCF, QUAL, IJH 13F-HR 4/27/2020, 12:53 PM
Q4 2019 720 $251M +$54M -$29.7M +$24.3M MDY, DGRO, IWF, IJH, RPG 13F-HR 2/3/2020, 10:09 AM
Q3 2019 717 $211M +$6.79M -$11.9M -$5.12M MDY, RPG, VUG, IWF, RPV 13F-HR 10/29/2019, 03:31 PM
Q2 2019 682 $216M +$5.42M -$11.4M -$5.98M MDY, RPG, VUG, IWF, RPV 13F-HR 7/25/2019, 01:47 PM
Q1 2019 692 $215M +$8.49M -$20.6M -$12.1M MDY, RPG, VUG, IWF, RPV 13F-HR 4/16/2019, 01:26 PM
Q4 2018 669 $203M +$51.7M -$9.83M +$41.8M MDY, RPG, VUG, EMB, IWF 13F-HR 1/22/2019, 05:47 PM
Q3 2018 638 $190M +$12.1M -$26.8M -$14.7M MDY, RPG, VUG, IWF, VIG 13F-HR 11/13/2018, 10:50 AM
Q2 2018 647 $196M +$27.9M -$27.1M +$805K MDY, RPG, CWB, VUG, IWF 13F-HR 8/2/2018, 11:29 AM
Q1 2018 643 $188M +$5.27M -$17.4M -$12.2M MDY, CWB, RPG, VUG, IWF 13F-HR 4/30/2018, 04:18 PM
Q4 2017 649 $201M +$5.65M -$5.8M -$153K MDY, CWB, VUG, RPG, PFF 13F-HR 1/25/2018, 01:32 PM
Q3 2017 660 $192M +$7.79M -$19M -$11.2M MDY, CWB, VUG, RPG, PFF 13F-HR 11/1/2017, 12:51 PM
Q2 2017 653 $197M +$49.7M -$3.41M +$46.3M MDY, BSJI, CWB, VUG, PFF 13F-HR 8/1/2017, 02:21 PM
Q1 2017 87 $145M +$36.4M -$16.7M +$19.7M MDY, CWB, VUG, PFF, RPG 13F-HR 4/26/2017, 06:23 PM
Q4 2016 35 $121M +$28.1M -$22.9M +$5.15M MDY, BSJI, CWB, VUG, PFF 13F-HR 1/25/2017, 03:54 PM
Q3 2016 32 $113M +$25.7M -$2.41M +$23.3M MDY, BSJH, CWB, PGX, VUG 13F-HR 10/24/2016, 03:47 PM
Q2 2016 29 $87.1M +$1.69M -$5.12M -$3.43M MDY, BSJH, VUG, IWF, RPG 13F-HR 7/19/2016, 02:04 PM
Q1 2016 29 $88.9M +$6.31M -$20.2M -$13.9M MDY, BSJH, VUG, IWF, RPG 13F-HR 4/21/2016, 11:38 AM
Q4 2015 29 $101M +$27.5M -$15.9M +$11.5M MDY, BSJH, AMJ, VUG, IWF 13F-HR 1/22/2016, 01:32 PM
Q3 2015 30 $86.9M +$37.8M -$18.2M +$19.6M MDY, BSJG, VUG, IWF, VWO 13F-HR 10/30/2015, 01:00 PM
Q2 2015 20 $71.2M +$1.79M -$38.8M -$37M BSJG, SCHE, VUG, IWF, VWO 13F-HR 7/24/2015, 11:43 AM
Q1 2015 28 $109M +$18.5M -$1.16M +$17.4M MDY, BSJG, SCHE, VUG, VWO 13F-HR 4/28/2015, 05:13 PM
Q4 2014 26 $89.2M +$15.7M -$14.4M +$1.27M MDY, BSJG, VUG, VWO, IWF 13F-HR 2/6/2015, 02:10 PM
Q3 2014 24 $85.9M +$1.58M -$415K +$1.17M BSJF, MDY, VWO, VUG, IWF 13F-HR 10/24/2014, 12:32 PM
Q2 2014 24 $86.4M $0 $0 MDY, BSJF, VWO, VUG, IWF 13F-HR 8/4/2014, 04:06 PM