Impax Asset Management’s Timken Company TKR Stock Holding History

Impax Asset 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
2014 Q2	–	Sell	-13,481	Closed	-$567K	–	208
2014 Q1	$567K	Hold	13,481	–	–	0.04%	178
2013 Q4	$531K	Sell	13,481 -465,426	-97%	-$18.2M	0.03%	178
2013 Q3	$20.7M	Buy	478,907 +7,263	+2%	+$311K	1.38%	25
2013 Q2	$19M	Buy	+471,644	New	+$18.7M	1.29%	25

Other funds holding TKR

Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

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

Norges Bank Oslo, Norway $1T AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Impax Asset Management's TKR Position: Q2 2014 in Review

Impax Asset Management sold out of Timken Company (TKR) in Q2 2014, closing a stake of 13,481 shares — an estimated $567K sold.

Impax Asset Management first reported a position in TKR in Q2 2013 and held it in 4 quarters. The position peaked at $20.7M in Q3 2013. 326 funds tracked by Wall St. Rank hold TKR as of Q2 2014.

Impax Asset Management reported no remaining Timken Company position as of Q2 2014 after selling out during the quarter.
Impax Asset Management sold 13,481 Timken Company shares in Q2 2014, an estimated $567K.
Impax Asset Management first reported a position in Timken Company in Q2 2013 and held it in 4 quarters.
Impax Asset Management's Timken Company position peaked at $20.7M in Q3 2013.
326 funds tracked by Wall St. Rank held Timken Company as of Q2 2014.

Based on Impax Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.