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IMS Capital Management’s Buckle BKE Stock Holding History

IMS Capital Management’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-4,352
Closed -$223K – 152
2013
Q4 		$223K Hold
4,352
– – 0.28% 113
2013
Q3 		$230K Sell
4,352
-359
-8% -$18.9K 0.32% 105
2013
Q2 		$239K Buy
+4,711
New +$234K 0.34% 95

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMS Capital Management's BKE Position: Q1 2014 in Review

IMS Capital Management sold out of Buckle (BKE) in Q1 2014, closing a stake of 4,352 shares — an estimated $223K sold.

IMS Capital Management first reported a position in BKE in Q2 2013 and held it in 3 quarters. The position peaked at $239K in Q2 2013. 167 funds tracked by Wall St. Rank hold BKE as of Q1 2014.

  • IMS Capital Management reported no remaining Buckle position as of Q1 2014 after selling out during the quarter.
  • IMS Capital Management sold 4,352 Buckle shares in Q1 2014, an estimated $223K.
  • IMS Capital Management first reported a position in Buckle in Q2 2013 and held it in 3 quarters.
  • IMS Capital Management's Buckle position peaked at $239K in Q2 2013.
  • 167 funds tracked by Wall St. Rank held Buckle as of Q1 2014.

Based on IMS Capital Management's 13F filing for Q1 2014, filed 14 May 2014.