Shepherd Kaplan Krochuk’s Flexible Solutions FSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-18,875	Closed	-$30K	–	239
2018 Q1	$30K	Buy	+18,875	New	+$31.8K	0.02%	247

Other funds holding FSI

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shepherd Kaplan Krochuk's FSI Position: Q2 2018 in Review

Shepherd Kaplan Krochuk sold out of Flexible Solutions (FSI) in Q2 2018, closing a stake of 18,875 shares — an estimated $30K sold.

Shepherd Kaplan Krochuk first reported a position in FSI in Q1 2018 and held it in 1 quarter. The position peaked at $30K in Q1 2018. 9 funds tracked by Wall St. Rank hold FSI as of Q2 2018.

Shepherd Kaplan Krochuk reported no remaining Flexible Solutions position as of Q2 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 18,875 Flexible Solutions shares in Q2 2018, an estimated $30K.
Shepherd Kaplan Krochuk first reported a position in Flexible Solutions in Q1 2018 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Flexible Solutions position peaked at $30K in Q1 2018.
9 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2018, filed 14 Aug 2018.