JFGIW
SHLD

Johnson Financial Group Inc (Wisconsin)’s Sears Holding Corporation SHLD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-355
Closed -$2K – 749
2013
Q3 		$2K Buy
355
+177
+99% +$6.28K ﹤0.01% 659
2013
Q2 		$1K Buy
+178
New +$6.7K ﹤0.01% 683

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FCM
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HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SHLD Position: Q4 2013 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Sears Holding Corporation (SHLD) in Q4 2013, closing a stake of 355 shares — an estimated $2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SHLD in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 219 funds tracked by Wall St. Rank hold SHLD as of Q4 2013.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Sears Holding Corporation position as of Q4 2013 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 355 Sears Holding Corporation shares in Q4 2013, an estimated $2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Sears Holding Corporation in Q2 2013 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Sears Holding Corporation position peaked at $2K in Q3 2013.
  • 219 funds tracked by Wall St. Rank held Sears Holding Corporation as of Q4 2013.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2013, filed 11 Feb 2014.