SHINE INVESTMENT ADVISORY SERVICES INC

HTTPS://WWW.SHINEINVESTMENTS.COM/ LONE TREE, CO Investment Advisor How do I update this listing?

Shine Investment Advisory Services is based out of Lone Tree. Shine Investment Advisory Services is a large advisory firm with 327 clients and discretionary assets under management (AUM) of $712,850,449 (Form ADV from 2020-06-23). Their last reported 13F filing for Q2 2020 included $273,712,000 in managed 13F securities and a top 10 holdings concentration of 57.88%. Shine Investment Advisory Services's largest holding is iShares Core Dividend Growth ETF with shares held of 866,218. Shine Investment Advisory Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 25 13F filings

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06/30/2020

13F Activity

  • Market Value $273.712 Million
  • Prior Market Value $215.491 Million
  • New Purchases48 stocks
  • Additional Purchases153 stocks
  • Sold out of48 stocks
  • Reduced holdings in174 stocks
  • Top 10 Holdings % 57.88 %
  • Turnover % [1]:12.85%
  • Turnover Alt % [2]: 17.51 %
  • Time Held Top20:10.60 quarters
  • Time Held Top10:9.60 quarters
  • Time Held All:8.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.14%
Performance Last 4 Quarters: -7.72%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SHINE WEALTH PARTNERS
9892 ROSEMONT AVE. SUITE #100
LONE TREE CO    80124-4101
Country: United States

Business Phone: 303-740-8600
Fax: 303-290-0237
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,FEES FOR FINANCIAL PLANS
Amount of client funds and securities: 586,540,000
Total Number of Clients: 327
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SHINE INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
SHINE, JUDITH, ANN CEO, PRINCIPAL 10/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRESIDENT, DIRECTOR direct 1995-10-01
MILLER/RUSSELL & ASSOCIATES, INC. DIRECTOR direct 2007-08-01
SHINE INVESTMENT ADVISORY SERVICE INC PRESIDENT direct 1995-10-01 2007-02-13
SALVATORE, KAREN, K. PRESIDENT, PRINCIPAL 10/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRINCIPAL direct 2013-10-01
CORNELL, BETH, FRANCES CCO, PRINCIPAL 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. CCO, PRINCIPAL direct 2018-01-01
JACOBSON, ELISABETH, LOEB PRINCIPAL 02/01/2020 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRINCIPAL direct 2020-02-01

SHINE INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2020-01-30
Name Title Start Date Direct/Indirect % Ownership

SHINE INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2019-02-15
Name Title Start Date Direct/Indirect % Ownership
SHINE, JUDITH, ANN PRESIDENT, DIRECTOR 10/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRESIDENT, DIRECTOR direct 1995-10-01
MILLER/RUSSELL & ASSOCIATES, INC. DIRECTOR direct 2007-08-01
SHINE INVESTMENT ADVISORY SERVICE INC PRESIDENT direct 1995-10-01 2007-02-13
SALVATORE, KAREN, K. PRINCIPAL 10/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRINCIPAL direct 2013-10-01
CORNELL, BETH, FRANCES CCO, PRINCIPAL 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. CCO, PRINCIPAL direct 2018-01-01

SHINE INVESTMENT ADVISORY SERVICES, INC.

ownership team - last updated 2018-04-10
Name Title Start Date Direct/Indirect % Ownership
SHINE, JUDITH, ANN PRESIDENT, DIRECTOR 10/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRESIDENT, DIRECTOR direct 1995-10-01
MILLER/RUSSELL & ASSOCIATES, INC. DIRECTOR direct 2007-08-01
SHINE INVESTMENT ADVISORY SERVICE INC PRESIDENT direct 1995-10-01 2007-02-13
SALVATORE, KAREN, K. PRINCIPAL 10/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. PRINCIPAL direct 2013-10-01
CORNELL, BETH, FRANCES CCO, PRINCIPAL 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SHINE INVESTMENT ADVISORY SERVICES, INC. CCO, PRINCIPAL direct 2018-01-01

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