Shepherd Kaplan Krochuk’s Aaon AAON Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-21,076	Closed	-$314K	–	555
2014 Q2	$314K	Buy	+21,076	New	+$282K	0.03%	328

Other funds holding AAON

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

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

Shepherd Kaplan Krochuk's AAON Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of Aaon (AAON) in Q3 2014, closing a stake of 21,076 shares — an estimated $314K sold.

Shepherd Kaplan Krochuk first reported a position in AAON in Q2 2014 and held it in 1 quarter. The position peaked at $314K in Q2 2014. 120 funds tracked by Wall St. Rank hold AAON as of Q3 2014.

Shepherd Kaplan Krochuk reported no remaining Aaon position as of Q3 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 21,076 Aaon shares in Q3 2014, an estimated $314K.
Shepherd Kaplan Krochuk first reported a position in Aaon in Q2 2014 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Aaon position peaked at $314K in Q2 2014.
120 funds tracked by Wall St. Rank held Aaon as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.