Advisory Research’s SCHEID VINEYARDS INC CL-A SVIN Stock Holding History

Advisory Research’s Portfolio SVIN Stock Details SVIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-11,154	Closed	-$363K	–	479
2017 Q1	$363K	Sell	11,154 -14,716	-57%	-$479K	0.01%	376
2016 Q4	$776K	Hold	25,870	–	–	0.01%	299
2016 Q3	$753K	Hold	25,870	–	–	0.01%	189
2016 Q2	$717K	Hold	25,870	–	–	0.01%	193
2016 Q1	$776K	Hold	25,870	–	–	0.01%	192
2015 Q4	$832K	Hold	25,870	–	–	0.01%	207
2015 Q3	$810K	Hold	25,870	–	–	0.01%	217
2015 Q2	$847K	Hold	25,870	–	–	0.01%	247
2015 Q1	$802K	Hold	25,870	–	–	0.01%	260
2014 Q4	$784K	Sell	25,870 -7,340	-22%	-$222K	0.01%	274
2014 Q3	$1.1M	Hold	33,210	–	–	0.01%	245
2014 Q2	$980K	Hold	33,210	–	–	0.01%	255
2014 Q1	$930K	Hold	33,210	–	–	0.01%	251
2013 Q4	$830K	Hold	33,210	–	–	0.01%	258
2013 Q3	$756K	Hold	33,210	–	–	0.01%	253
2013 Q2	$805K	Buy	+33,210	New	+$805K	0.01%	253

Advisory Research's SVIN Position: Q2 2017 in Review

Advisory Research sold out of SCHEID VINEYARDS INC CL-A (SVIN) in Q2 2017, closing a stake of 11,154 shares — an estimated $363K sold.

Advisory Research first reported a position in SVIN in Q2 2013 and held it in 16 quarters. The position peaked at $1.1M in Q3 2014. 0 funds tracked by Wall St. Rank hold SVIN as of Q2 2017.

Advisory Research reported no remaining SCHEID VINEYARDS INC CL-A position as of Q2 2017 after selling out during the quarter.
Advisory Research sold 11,154 SCHEID VINEYARDS INC CL-A shares in Q2 2017, an estimated $363K.
Advisory Research first reported a position in SCHEID VINEYARDS INC CL-A in Q2 2013 and held it in 16 quarters.
Advisory Research's SCHEID VINEYARDS INC CL-A position peaked at $1.1M in Q3 2014.
0 funds tracked by Wall St. Rank held SCHEID VINEYARDS INC CL-A as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.