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Shepherd Kaplan Krochuk’s Acco Brands ACCO Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-55,281
Closed -$533K – 274
2016
Q3 		$533K Buy
55,281
+43,163
+356% +$444K 0.11% 126
2016
Q2 		$125K Buy
+12,118
New +$117K 0.03% 286

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shepherd Kaplan Krochuk's ACCO Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Acco Brands (ACCO) in Q4 2016, closing a stake of 55,281 shares — an estimated $533K sold.

Shepherd Kaplan Krochuk first reported a position in ACCO in Q2 2016 and held it in 2 quarters. The position peaked at $533K in Q3 2016. 220 funds tracked by Wall St. Rank hold ACCO as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Acco Brands position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 55,281 Acco Brands shares in Q4 2016, an estimated $533K.
  • Shepherd Kaplan Krochuk first reported a position in Acco Brands in Q2 2016 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Acco Brands position peaked at $533K in Q3 2016.
  • 220 funds tracked by Wall St. Rank held Acco Brands as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.