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.