Focused Wealth Management’s Timken Company TKR Stock Holding History

Focused Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-174	Closed	-$8K	–	771
2019 Q3	$8K	Sell	174 -26	-13%	-$1.15K	﹤0.01%	514
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	519
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	480
2018 Q4	$7K	Hold	200	–	–	﹤0.01%	505
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	455
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	466
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	494
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	472
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	438
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	493
2017 Q1	$9K	Hold	200	–	–	﹤0.01%	479
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	496
2016 Q3	$7K	Buy	+200	New	+$6.58K	﹤0.01%	494

Other funds holding TKR

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focused Wealth Management's TKR Position: Q4 2019 in Review

Focused Wealth Management sold out of Timken Company (TKR) in Q4 2019, closing a stake of 174 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in TKR in Q3 2016 and held it in 13 quarters. The position peaked at $10K in Q2 2019. 354 funds tracked by Wall St. Rank hold TKR as of Q4 2019.

Focused Wealth Management reported no remaining Timken Company position as of Q4 2019 after selling out during the quarter.
Focused Wealth Management sold 174 Timken Company shares in Q4 2019, an estimated $8K.
Focused Wealth Management first reported a position in Timken Company in Q3 2016 and held it in 13 quarters.
Focused Wealth Management's Timken Company position peaked at $10K in Q2 2019.
354 funds tracked by Wall St. Rank held Timken Company as of Q4 2019.

Based on Focused Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.