SKK
CSP

Shepherd Kaplan Krochuk’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,800
Closed -$116K – 658
2014
Q2 		$116K Hold
15,800
– – 0.01% 503
2014
Q1 		$112K Hold
15,800
– – 0.01% 518
2013
Q4 		$104K Hold
15,800
– – 0.01% 493
2013
Q3 		$109K Hold
15,800
– – 0.02% 514
2013
Q2 		$111K Buy
+15,800
New +$114K 0.02% 508

Shepherd Kaplan Krochuk's CSP Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 15,800 shares — an estimated $116K sold.

Shepherd Kaplan Krochuk first reported a position in CSP in Q2 2013 and held it in 5 quarters. The position peaked at $116K in Q2 2014. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 15,800 AMER STRATEGIC INCM PTFL-III shares in Q3 2014, an estimated $116K.
  • Shepherd Kaplan Krochuk first reported a position in AMER STRATEGIC INCM PTFL-III in Q2 2013 and held it in 5 quarters.
  • Shepherd Kaplan Krochuk's AMER STRATEGIC INCM PTFL-III position peaked at $116K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.