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Shepherd Kaplan Krochuk’s Aspen Aerogels ASPN Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-18,000
Closed -$76K – 252
2017
Q3 		$76K Hold
18,000
– – 0.06% 195
2017
Q2 		$80K Buy
+18,000
New +$76K 0.05% 212

Other funds holding ASPN

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Shepherd Kaplan Krochuk's ASPN Position: Q4 2017 in Review

Shepherd Kaplan Krochuk sold out of Aspen Aerogels (ASPN) in Q4 2017, closing a stake of 18,000 shares — an estimated $76K sold.

Shepherd Kaplan Krochuk first reported a position in ASPN in Q2 2017 and held it in 2 quarters. The position peaked at $80K in Q2 2017. 48 funds tracked by Wall St. Rank hold ASPN as of Q4 2017.

  • Shepherd Kaplan Krochuk reported no remaining Aspen Aerogels position as of Q4 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 18,000 Aspen Aerogels shares in Q4 2017, an estimated $76K.
  • Shepherd Kaplan Krochuk first reported a position in Aspen Aerogels in Q2 2017 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Aspen Aerogels position peaked at $80K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2017, filed 13 Feb 2018.