Herald Investment Management’s EPIQ SYSTEMS INC EPIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-300,000
| Closed | -$4.95M | – | 86 |
|
|
2016
Q3 | $4.95M | Hold |
300,000
| – | – | 1.83% | 18 |
|
|
2016
Q2 | $4.37M | Hold |
300,000
| – | – | 1.83% | 18 |
|
|
2016
Q1 | $4.51M | Hold |
300,000
| – | – | 1.92% | 18 |
|
|
2015
Q4 | $3.92M | Hold |
300,000
| – | – | 1.64% | 21 |
|
|
2015
Q3 | $3.87M | Buy |
+300,000
| New | +$3.87M | 1.72% | 20 |
|
|
2015
Q1 | $5.46M | Hold |
300,000
| – | – | 1.97% | 16 |
|
|
2014
Q4 | $5.12M | Hold |
300,000
| – | – | 1.98% | 19 |
|
|
2014
Q3 | $4.81M | Hold |
300,000
| – | – | 1.92% | 20 |
|
|
2014
Q2 | $4.21M | Hold |
300,000
| – | – | 1.67% | 21 |
|
|
2014
Q1 | $3.96M | Hold |
300,000
| – | – | 1.57% | 24 |
|
|
2013
Q4 | $4.85M | Hold |
300,000
| – | – | 1.94% | 18 |
|
|
2013
Q3 | $4M | Hold |
300,000
| – | – | 1.73% | 20 |
|
|
2013
Q2 | $4.04M | Buy |
+300,000
| New | +$4.04M | 1.89% | 18 |
|