SKK
BFX

Shepherd Kaplan Krochuk’s BowFlex Inc. BFX Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-22,013
Closed -$263K – 564
2014
Q3 		$263K Buy
+22,013
New +$255K 0.03% 378

Other funds holding BFX

CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return

Shepherd Kaplan Krochuk's BFX Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of BowFlex Inc. (BFX) in Q4 2014, closing a stake of 22,013 shares — an estimated $263K sold.

Shepherd Kaplan Krochuk first reported a position in BFX in Q3 2014 and held it in 1 quarter. The position peaked at $263K in Q3 2014. 129 funds tracked by Wall St. Rank hold BFX as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining BowFlex Inc. position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 22,013 BowFlex Inc. shares in Q4 2014, an estimated $263K.
  • Shepherd Kaplan Krochuk first reported a position in BowFlex Inc. in Q3 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's BowFlex Inc. position peaked at $263K in Q3 2014.
  • 129 funds tracked by Wall St. Rank held BowFlex Inc. as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.