Cavalier Investments’s Twin Disc TWIN Stock Holding History

Cavalier Investments’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
2018 Q2	–	Sell	-10,500	Closed	-$228K	–	200
2018 Q1	$228K	Hold	10,500	–	–	0.08%	138
2017 Q4	$279K	Buy	+10,500	New	+$257K	0.11%	124

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cavalier Investments's TWIN Position: Q2 2018 in Review

Cavalier Investments sold out of Twin Disc (TWIN) in Q2 2018, closing a stake of 10,500 shares — an estimated $228K sold.

Cavalier Investments first reported a position in TWIN in Q4 2017 and held it in 2 quarters. The position peaked at $279K in Q4 2017. 64 funds tracked by Wall St. Rank hold TWIN as of Q2 2018.

Cavalier Investments reported no remaining Twin Disc position as of Q2 2018 after selling out during the quarter.
Cavalier Investments sold 10,500 Twin Disc shares in Q2 2018, an estimated $228K.
Cavalier Investments first reported a position in Twin Disc in Q4 2017 and held it in 2 quarters.
Cavalier Investments's Twin Disc position peaked at $279K in Q4 2017.
64 funds tracked by Wall St. Rank held Twin Disc as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.