ATLAS CAPITAL ADVISORS LLC - Shelton Funds - S&P MidCap Ind ownership

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Shelton Funds - S&P MidCap Ind's ticker is and the CUSIP is 82301Q767.

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Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of Shelton Funds - S&P MidCap Ind
ValueSharesWeighting
Q4 2021$131,299,000
-3.8%
4,5780.0%0.02%
-13.0%
Q2 2021$136,426,000
+3.3%
4,5780.0%0.02%
-11.5%
Q1 2021$132,077,000
+13.0%
4,5780.0%0.03%
+4.0%
Q4 2020$116,832,000
+19.6%
4,5780.0%0.02%
+8.7%
Q2 2020$97,696,000
+23.4%
4,5780.0%0.02%
-4.2%
Q1 2020$79,201,000
-29.9%
4,5780.0%0.02%
-14.3%
Q4 2019$112,986,000
+0.6%
4,5780.0%0.03%
-17.6%
Q3 2019$112,300,000
-0.3%
4,5780.0%0.03%
-8.1%
Q2 2019$112,620,000
+2.6%
4,5780.0%0.04%
-7.5%
Q1 2019$109,736,000
+13.8%
4,5780.0%0.04%
+2.6%
Q4 2018$96,414,000
-25.4%
4,5780.0%0.04%
-9.3%
Q3 2018$129,193,000
+0.7%
4,5780.0%0.04%
-6.5%
Q2 2018$128,278,000
+6.3%
4,5780.0%0.05%
+24.3%
Q1 2018$120,724,000–4,578–0.04%–
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Other shareholders

There were no reported owners of Shelton Funds - S&P MidCap Ind in Q1 2022.

NameSharesValueWeighting ↓
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