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Shepherd Kaplan Krochuk’s Alamo Group ALG Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,447
Closed -$266K – 534
2013
Q3 		$266K Buy
+5,447
New +$245K 0.04% 336

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Shepherd Kaplan Krochuk's ALG Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of Alamo Group (ALG) in Q4 2013, closing a stake of 5,447 shares — an estimated $266K sold.

Shepherd Kaplan Krochuk first reported a position in ALG in Q3 2013 and held it in 1 quarter. The position peaked at $266K in Q3 2013. 102 funds tracked by Wall St. Rank hold ALG as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Alamo Group position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,447 Alamo Group shares in Q4 2013, an estimated $266K.
  • Shepherd Kaplan Krochuk first reported a position in Alamo Group in Q3 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Alamo Group position peaked at $266K in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Alamo Group as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.