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Shepherd Kaplan Krochuk’s Atlantic Union Bankshares AUB Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,482
Closed -$292K – 538
2013
Q3 		$292K Hold
12,482
– – 0.05% 307
2013
Q2 		$257K Buy
+12,482
New +$244K 0.05% 341

Other funds holding AUB

HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Atlantic Union Bankshares (AUB) in Q4 2013, closing a stake of 12,482 shares — an estimated $292K sold.

Shepherd Kaplan Krochuk first reported a position in AUB in Q2 2013 and held it in 2 quarters. The position peaked at $292K in Q3 2013. 106 funds tracked by Wall St. Rank hold AUB as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Atlantic Union Bankshares position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 12,482 Atlantic Union Bankshares shares in Q4 2013, an estimated $292K.
  • Shepherd Kaplan Krochuk first reported a position in Atlantic Union Bankshares in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Atlantic Union Bankshares position peaked at $292K in Q3 2013.
  • 106 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2013.

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