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Independent Portfolio Consultants’s Timken Company TKR Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$767K Sell
16,574
-24,520
-60% -$1.13M 0.32% 91
2017
Q1 		$1.86M Sell
41,094
-3,059
-7% -$135K 0.64% 17
2016
Q4 		$1.75M Sell
44,153
-121
-0.3% -$4.5K 0.58% 27
2016
Q3 		$1.56M Buy
44,274
+1,695
+4% +$55.8K 0.49% 42
2016
Q2 		$1.3M Sell
42,579
-10,855
-20% -$364K 0.41% 53
2016
Q1 		$1.79M Sell
53,434
-2,125
-4% -$61.6K 0.5% 49
2015
Q4 		$1.59M Sell
55,559
-23,775
-30% -$716K 0.47% 57
2015
Q3 		$2.18M Buy
79,334
+9,314
+13% +$297K 0.47% 56
2015
Q2 		$2.56M Buy
70,020
+1,340
+2% +$53.4K 0.51% 49
2015
Q1 		$2.89M Buy
68,680
+5,835
+9% +$242K 0.59% 36
2014
Q4 		$2.68M Buy
62,845
+6,975
+12% +$293K 0.54% 45
2014
Q3 		$2.37M Buy
55,870
+7,680
+16% +$353K 0.64% 23
2014
Q2 		$2.34M Buy
48,190
+3,730
+8% +$169K 0.65% 18
2014
Q1 		$1.87M Buy
44,460
+6,111
+16% +$251K 0.59% 27
2013
Q4 		$1.51M Buy
38,349
+13,544
+55% +$529K 0.53% 27
2013
Q3 		$1.07M Buy
24,805
+8,969
+57% +$384K 0.43% 45
2013
Q2 		$638K Buy
+15,836
New +$627K 0.29% 101

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independent Portfolio Consultants's TKR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Timken Company (TKR) stake by 60% in Q2 2017, selling an estimated $1.13M and leaving 16,574 shares worth $767K. The position accounts for 0.32% of the portfolio, ranked #91.

Independent Portfolio Consultants first reported a position in TKR in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.89M in Q1 2015. 325 funds tracked by Wall St. Rank hold TKR as of Q2 2017.

  • Independent Portfolio Consultants held 16,574 shares of Timken Company worth $767K as of Q2 2017.
  • Independent Portfolio Consultants sold 24,520 Timken Company shares in Q2 2017, an estimated $1.13M.
  • Timken Company made up 0.32% of Independent Portfolio Consultants's portfolio in Q2 2017, its #91 holding.
  • Independent Portfolio Consultants first reported a position in Timken Company in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Timken Company position peaked at $2.89M in Q1 2015.
  • 325 funds tracked by Wall St. Rank held Timken Company as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.