Shepherd Kaplan Krochuk’s COAST DISTRIBTN SYSTEM INC(THE CRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
– Sell
-59,567
Closed -$217K – 505
2015
Q2
$217K Buy
59,567
+14,695
+33% +$51.9K 0.04% 287
2015
Q1
$155K Hold
44,872
– – 0.03% 317
2014
Q4
$146K Buy
+44,872
New +$140K 0.02% 390
2013
Q3
– Sell
-21,000
Closed -$74K – 699
2013
Q2
$74K Buy
+21,000
New +$58.5K 0.01% 540

Shepherd Kaplan Krochuk's CRV Position: Q3 2015 in Review

Shepherd Kaplan Krochuk sold out of COAST DISTRIBTN SYSTEM INC(THE (CRV) in Q3 2015, closing a stake of 59,567 shares — an estimated $217K sold.

Shepherd Kaplan Krochuk first reported a position in CRV in Q2 2013 and held it in 4 quarters. The position peaked at $217K in Q2 2015. 0 funds tracked by Wall St. Rank hold CRV as of Q3 2015.

  • Shepherd Kaplan Krochuk reported no remaining COAST DISTRIBTN SYSTEM INC(THE position as of Q3 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 59,567 COAST DISTRIBTN SYSTEM INC(THE shares in Q3 2015, an estimated $217K.
  • Shepherd Kaplan Krochuk first reported a position in COAST DISTRIBTN SYSTEM INC(THE in Q2 2013 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's COAST DISTRIBTN SYSTEM INC(THE position peaked at $217K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held COAST DISTRIBTN SYSTEM INC(THE as of Q3 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2015, filed 16 Nov 2015.