SKK
FBMI

Shepherd Kaplan Krochuk’s FIRSTBANK CORP (MICH) FBMI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio FBMI Stock Details FBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,473
Closed -$260K – 694
2013
Q4 		$260K Buy
13,473
+678
+5% +$13K 0.03% 371
2013
Q3 		$249K Buy
+12,795
New +$216K 0.04% 380

Other funds holding FBMI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $60.9M AUM 2.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

Shepherd Kaplan Krochuk's FBMI Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of FIRSTBANK CORP (MICH) (FBMI) in Q1 2014, closing a stake of 13,473 shares — an estimated $260K sold.

Shepherd Kaplan Krochuk first reported a position in FBMI in Q3 2013 and held it in 2 quarters. The position peaked at $260K in Q4 2013. 29 funds tracked by Wall St. Rank hold FBMI as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining FIRSTBANK CORP (MICH) position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,473 FIRSTBANK CORP (MICH) shares in Q1 2014, an estimated $260K.
  • Shepherd Kaplan Krochuk first reported a position in FIRSTBANK CORP (MICH) in Q3 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's FIRSTBANK CORP (MICH) position peaked at $260K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held FIRSTBANK CORP (MICH) as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.