• 13F History

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 697 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 697 $295M +$20M -$12.6M +$7.47M DGRO, EFAV, QUAL, ISCF, VCIT 13F-HR 11/3/2020, 11:52 AM
Q2 2020 706 $274M +$48.2M -$30.5M +$17.8M DGRO, EFAV, QUAL, ISCF, VCIT 13F-HR 7/29/2020, 11:42 AM
Q1 2020 691 $215M +$54.8M -$28.7M +$26.1M DGRO, EFAV, ISCF, QUAL, IJH 13F-HR 4/27/2020, 12:53 PM
Q4 2019 709 $251M +$54M -$29M +$25M MDY, DGRO, IWF, IJH, RPG 13F-HR 2/3/2020, 09:09 AM
Q3 2019 708 $211M +$6.8M -$8.84M -$2.05M MDY, RPG, VUG, IWF, RPV 13F-HR 10/29/2019, 03:31 PM
Q2 2019 669 $216M +$5.42M -$9.6M -$4.18M MDY, RPG, VUG, IWF, RPV 13F-HR 7/25/2019, 01:47 PM
Q1 2019 682 $215M +$8.49M -$16.1M -$7.65M MDY, RPG, VUG, IWF, RPV 13F-HR 4/16/2019, 01:26 PM
Q4 2018 659 $203M +$51.7M -$8.8M +$42.9M MDY, RPG, VUG, EMB, IWF 13F-HR 1/22/2019, 04:47 PM
Q3 2018 632 $190M +$12.1M -$19.1M -$6.99M MDY, RPG, VUG, IWF, VIG 13F-HR 11/13/2018, 09:50 AM
Q2 2018 639 $196M +$27.9M -$3.9M +$24M MDY, RPG, CWB, VUG, IWF 13F-HR 8/2/2018, 11:29 AM
Q1 2018 634 $188M +$5.27M -$15.7M -$10.4M MDY, CWB, RPGXXXX, VUG, IWF 13F-HR 4/30/2018, 04:18 PM
Q4 2017 639 $201M +$5.68M -$3.76M +$1.91M MDY, CWB, VUG, RPGXXXX, PFF 13F-HR 1/25/2018, 12:32 PM
Q3 2017 649 $192M +$7.79M -$18.1M -$10.3M MDY, CWB, VUG, RPGXXXX, PFF 13F-HR 11/1/2017, 12:51 PM
Q2 2017 643 $197M +$49.8M -$2.46M +$47.3M MDY, BSJIXXXX, CWB, VUG, PFF 13F-HR 8/1/2017, 02:21 PM
Q1 2017 84 $145M +$36.4M -$450K +$36M MDY, CWB, VUG, PFF, RPGXXXX 13F-HR 4/26/2017, 06:23 PM
Q4 2016 35 $121M +$28.1M -$13.6M +$14.5M MDY, BSJIXXXX, CWB, VUG, PFF 13F-HR 1/25/2017, 02:54 PM
Q3 2016 32 $113M +$25.7M -$2.41M +$23.3M MDY, BSJH, CWB, PGXXXXX, VUG 13F-HR 10/24/2016, 03:47 PM
Q2 2016 29 $87.1M +$1.69M -$5.12M -$3.43M MDY, BSJH, VUG, IWF, RPGXXXX 13F-HR 7/19/2016, 02:04 PM
Q1 2016 29 $88.9M +$6.31M -$3.88M +$2.43M MDY, BSJH, VUG, IWF, RPGXXXX 13F-HR 4/21/2016, 11:38 AM
Q4 2015 29 $101M +$27.5M -$1.5M +$26M MDY, BSJH, AMJ, VUG, IWF 13F-HR 1/22/2016, 12:32 PM
Q3 2015 30 $86.9M +$37.8M -$489K +$37.3M MDY, BSJG, VUG, IWF, VWO 13F-HR 10/30/2015, 01:00 PM
Q2 2015 20 $71.2M +$1.79M -$401K +$1.38M BSJG, SCHE, VUG, IWF, VWO 13F-HR 7/24/2015, 11:43 AM
Q1 2015 28 $109M +$18.5M -$321K +$18.2M MDY, BSJG, SCHE, VUG, VWO 13F-HR 4/28/2015, 05:13 PM
Q4 2014 26 $89.2M +$15.7M -$13.3M +$2.32M MDY, BSJG, VUG, VWO, IWF 13F-HR 2/6/2015, 01:10 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 MDY, BSJF, VWO, VUG, IWF 13F-HR 8/4/2014, 04:06 PM