Shepherd Kaplan Krochuk’s OAK RIDGE FINL SVCS INC COM STK (NC) BKOR Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio BKOR Stock Details BKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-48,156	Closed	-$196K	–	715
2013 Q2	$196K	Buy	+48,156	New	+$210K	0.04%	432

Other funds holding BKOR

SWITC

Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Shepherd Kaplan Krochuk's BKOR Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of OAK RIDGE FINL SVCS INC COM STK (NC) (BKOR) in Q3 2013, closing a stake of 48,156 shares — an estimated $196K sold.

Shepherd Kaplan Krochuk first reported a position in BKOR in Q2 2013 and held it in 1 quarter. The position peaked at $196K in Q2 2013. 2 funds tracked by Wall St. Rank hold BKOR as of Q3 2013.

Shepherd Kaplan Krochuk reported no remaining OAK RIDGE FINL SVCS INC COM STK (NC) position as of Q3 2013 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 48,156 OAK RIDGE FINL SVCS INC COM STK (NC) shares in Q3 2013, an estimated $196K.
Shepherd Kaplan Krochuk first reported a position in OAK RIDGE FINL SVCS INC COM STK (NC) in Q2 2013 and held it in 1 quarter.
Shepherd Kaplan Krochuk's OAK RIDGE FINL SVCS INC COM STK (NC) position peaked at $196K in Q2 2013.
2 funds tracked by Wall St. Rank held OAK RIDGE FINL SVCS INC COM STK (NC) as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.