IPC
TWIN icon

Independent Portfolio Consultants’s Twin Disc TWIN Stock Holding History

Independent Portfolio Consultants’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,070
Closed -$29K – 877
2014
Q3 		$29K Buy
+1,070
New +$33K 0.01% 678

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Independent Portfolio Consultants's TWIN Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Twin Disc (TWIN) in Q4 2014, closing a stake of 1,070 shares — an estimated $29K sold.

Independent Portfolio Consultants first reported a position in TWIN in Q3 2014 and held it in 1 quarter. The position peaked at $29K in Q3 2014. 78 funds tracked by Wall St. Rank hold TWIN as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Twin Disc position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,070 Twin Disc shares in Q4 2014, an estimated $29K.
  • Independent Portfolio Consultants first reported a position in Twin Disc in Q3 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Twin Disc position peaked at $29K in Q3 2014.
  • 78 funds tracked by Wall St. Rank held Twin Disc as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.