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Shepherd Kaplan Krochuk’s Escalade ESCA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,585
Closed -$134K – 565
2013
Q3 		$134K Sell
15,585
-8,315
-35% -$60.2K 0.02% 483
2013
Q2 		$148K Buy
+23,900
New +$145K 0.03% 478

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Shepherd Kaplan Krochuk's ESCA Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of Escalade (ESCA) in Q4 2013, closing a stake of 15,585 shares — an estimated $134K sold.

Shepherd Kaplan Krochuk first reported a position in ESCA in Q2 2013 and held it in 2 quarters. The position peaked at $148K in Q2 2013. 32 funds tracked by Wall St. Rank hold ESCA as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Escalade position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 15,585 Escalade shares in Q4 2013, an estimated $134K.
  • Shepherd Kaplan Krochuk first reported a position in Escalade in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Escalade position peaked at $148K in Q2 2013.
  • 32 funds tracked by Wall St. Rank held Escalade as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.