SKK
AL

Shepherd Kaplan Krochuk’s Air Lease Corp AL Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,720
Closed -$478K – 277
2016
Q3 		$478K Buy
+16,720
New +$474K 0.1% 142
2013
Q3 		– Sell
-8,850
Closed -$244K – 582
2013
Q2 		$244K Buy
+8,850
New +$248K 0.05% 369

Other funds holding AL

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Air Lease Corp (AL) in Q4 2016, closing a stake of 16,720 shares — an estimated $478K sold.

Shepherd Kaplan Krochuk first reported a position in AL in Q2 2013 and held it in 2 quarters. The position peaked at $478K in Q3 2016. 265 funds tracked by Wall St. Rank hold AL as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Air Lease Corp position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 16,720 Air Lease Corp shares in Q4 2016, an estimated $478K.
  • Shepherd Kaplan Krochuk first reported a position in Air Lease Corp in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Air Lease Corp position peaked at $478K in Q3 2016.
  • 265 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2016.

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