AR
SHEN icon

Advisory Research’s Shenandoah Telecom SHEN Stock Holding History

Advisory Research’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-167,012
Closed -$2.14M – 794
2013
Q4 		$2.14M Sell
167,012
-150,320
-47% -$1.9M 0.02% 194
2013
Q3 		$3.82M Sell
317,332
-37,738
-11% -$364K 0.04% 175
2013
Q2 		$2.96M Buy
+355,070
New +$2.92M 0.03% 183

Other funds holding SHEN

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SLCM
Seven Locks Capital Management New York $168M AUM 17.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisory Research's SHEN Position: Q1 2014 in Review

Advisory Research sold out of Shenandoah Telecom (SHEN) in Q1 2014, closing a stake of 167,012 shares — an estimated $2.14M sold.

Advisory Research first reported a position in SHEN in Q2 2013 and held it in 3 quarters. The position peaked at $3.82M in Q3 2013. 89 funds tracked by Wall St. Rank hold SHEN as of Q1 2014.

  • Advisory Research reported no remaining Shenandoah Telecom position as of Q1 2014 after selling out during the quarter.
  • Advisory Research sold 167,012 Shenandoah Telecom shares in Q1 2014, an estimated $2.14M.
  • Advisory Research first reported a position in Shenandoah Telecom in Q2 2013 and held it in 3 quarters.
  • Advisory Research's Shenandoah Telecom position peaked at $3.82M in Q3 2013.
  • 89 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2014.

Based on Advisory Research's 13F filing for Q1 2014, filed 15 May 2014.