Shepherd Kaplan Krochuk’s Escalon Medical Corp ESMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-571,057	Closed	-$383K	–	399
2016 Q3	$383K	Sell	571,057 -30,679	-5%	-$22.2K	0.08%	167
2016 Q2	$469K	Buy	601,736 +50,649	+9%	+$39K	0.12%	118
2016 Q1	$440K	Buy	551,087 +31,223	+6%	+$28.9K	0.14%	107
2015 Q4	$551K	Buy	519,864 +10,700	+2%	+$11.7K	0.15%	110
2015 Q3	$591K	Buy	509,164 +43,578	+9%	+$56.5K	0.16%	98
2015 Q2	$661K	Buy	465,586 +76,000	+20%	+$106K	0.12%	140
2015 Q1	$526K	Buy	389,586 +35,229	+10%	+$50.9K	0.09%	167
2014 Q4	$571K	Buy	354,357 +138,747	+64%	+$198K	0.09%	195
2014 Q3	$326K	Buy	215,610 +85,035	+65%	+$143K	0.04%	290
2014 Q2	$223K	Buy	+130,575	New	+$204K	0.02%	420

Other funds holding ESMC

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Shepherd Kaplan Krochuk's ESMC Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Escalon Medical Corp (ESMC) in Q4 2016, closing a stake of 571,057 shares — an estimated $383K sold.

Shepherd Kaplan Krochuk first reported a position in ESMC in Q2 2014 and held it in 10 quarters. The position peaked at $661K in Q2 2015. 3 funds tracked by Wall St. Rank hold ESMC as of Q4 2016.

Shepherd Kaplan Krochuk reported no remaining Escalon Medical Corp position as of Q4 2016 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 571,057 Escalon Medical Corp shares in Q4 2016, an estimated $383K.
Shepherd Kaplan Krochuk first reported a position in Escalon Medical Corp in Q2 2014 and held it in 10 quarters.
Shepherd Kaplan Krochuk's Escalon Medical Corp position peaked at $661K in Q2 2015.
3 funds tracked by Wall St. Rank held Escalon Medical Corp as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.