Broadview Advisors’s Twin Disc TWIN Stock Holding History

Broadview Advisors’s Portfolio TWIN Stock Details TWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$3.25M	Sell	215,175 -27,800	-11%	-$433K	1%	48
2019 Q1	$4.05M	Buy	242,975 +4,225	+2%	+$72K	1.1%	41
2018 Q4	$3.52M	Buy	238,750 +32,150	+16%	+$592K	1.01%	47
2018 Q3	$4.76M	Buy	+206,600	New	+$5.25M	0.81%	55
2015 Q4	–	Sell	-57,000	Closed	-$707K	–	106
2015 Q3	$707K	Sell	57,000 -30,950	-35%	-$458K	0.1%	82
2015 Q2	$1.64M	Sell	87,950 -59,200	-40%	-$1.08M	0.17%	82
2015 Q1	$2.6M	Sell	147,150 -2,900	-2%	-$52.4K	0.26%	79
2014 Q4	$2.98M	Sell	150,050 -37,390	-20%	-$871K	0.3%	71
2014 Q3	$5.05M	Buy	187,440 +850	+0.5%	+$26.2K	0.55%	65
2014 Q2	$6.17M	Sell	186,590 -82,075	-31%	-$2.47M	0.6%	69
2014 Q1	$7.08M	Sell	268,665 -6,252	-2%	-$155K	0.71%	68
2013 Q4	$7.12M	Sell	274,917 -14,500	-5%	-$383K	0.77%	59
2013 Q3	$7.56M	Buy	289,417 +3,767	+1%	+$95.7K	0.88%	56
2013 Q2	$6.77M	Buy	+285,650	New	+$6.68M	0.95%	51

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return