Shepherd Kaplan Krochuk’s Boston Scientific BSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-10,000	Closed	-$164K	–	382
2015 Q3	$164K	Sell	10,000 -2,000	-17%	-$34.2K	0.04%	297
2015 Q2	$212K	Hold	12,000	–	–	0.04%	294
2015 Q1	$213K	Hold	12,000	–	–	0.04%	284
2014 Q4	$159K	Buy	12,000 +120	+1%	+$1.53K	0.03%	378
2014 Q3	$140K	Buy	11,880 +1,880	+19%	+$23.7K	0.02%	472
2014 Q2	$128K	Hold	10,000	–	–	0.01%	493
2014 Q1	$135K	Hold	10,000	–	–	0.02%	506
2013 Q4	$120K	Sell	10,000 -10,000	-50%	-$118K	0.02%	481
2013 Q3	$235K	Sell	20,000 -5,000	-20%	-$54.1K	0.04%	394
2013 Q2	$232K	Buy	+25,000	New	+$212K	0.05%	383

Other funds holding BSX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return