Shepherd Kaplan Krochuk’s Fidelity National Financial FNF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,068	Closed	-$305K	–	208
2018 Q3	$305K	Hold	8,068	–	–	0.16%	147
2018 Q2	$292K	Hold	8,068	–	–	0.18%	143
2018 Q1	$310K	Hold	8,068	–	–	0.19%	146
2017 Q4	$304K	Sell	8,068 -3,107	-28%	-$113K	0.19%	143
2017 Q3	$368K	Hold	11,175	–	–	0.3%	96
2017 Q2	$348K	Hold	11,175	–	–	0.2%	112
2017 Q1	$302K	Hold	11,175	–	–	0.16%	129
2016 Q4	$263K	Sell	11,175 -2,653	-19%	-$63.6K	0.07%	141
2016 Q3	$354K	Hold	13,828	–	–	0.07%	180
2016 Q2	$360K	Hold	13,828	–	–	0.09%	155
2016 Q1	$325K	Sell	13,828 -6,339	-31%	-$142K	0.1%	154
2015 Q4	$485K	Buy	+20,167	New	+$492K	0.13%	120
2014 Q3	–	Sell	-29,776	Closed	-$557K	–	572
2014 Q2	$557K	Sell	29,776 -11,285	-27%	-$211K	0.06%	205
2014 Q1	$737K	Hold	41,061	–	–	0.09%	169
2013 Q4	$761K	Sell	41,061 -1,752	-4%	-$28.4K	0.1%	157
2013 Q3	$650K	Hold	42,813	–	–	0.1%	173
2013 Q2	$582K	Buy	+42,813	New	+$622K	0.11%	177

Other funds holding FNF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Shepherd Kaplan Krochuk's FNF Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of Fidelity National Financial (FNF) in Q4 2018, closing a stake of 8,068 shares — an estimated $305K sold.

Shepherd Kaplan Krochuk first reported a position in FNF in Q2 2013 and held it in 17 quarters. The position peaked at $761K in Q4 2013. 445 funds tracked by Wall St. Rank hold FNF as of Q4 2018.

Shepherd Kaplan Krochuk reported no remaining Fidelity National Financial position as of Q4 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 8,068 Fidelity National Financial shares in Q4 2018, an estimated $305K.
Shepherd Kaplan Krochuk first reported a position in Fidelity National Financial in Q2 2013 and held it in 17 quarters.
Shepherd Kaplan Krochuk's Fidelity National Financial position peaked at $761K in Q4 2013.
445 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.