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Shepherd Kaplan Krochuk’s Greif GEF Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,324
Closed -$661K – 305
2016
Q3 		$661K Buy
13,324
+2,945
+28% +$126K 0.14% 95
2016
Q2 		$387K Hold
10,379
– – 0.1% 142
2016
Q1 		$340K Hold
10,379
– – 0.11% 144
2015
Q4 		$320K Buy
+10,379
New +$344K 0.08% 183

Other funds holding GEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Greif (GEF) in Q4 2016, closing a stake of 13,324 shares — an estimated $661K sold.

Shepherd Kaplan Krochuk first reported a position in GEF in Q4 2015 and held it in 4 quarters. The position peaked at $661K in Q3 2016. 211 funds tracked by Wall St. Rank hold GEF as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Greif position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,324 Greif shares in Q4 2016, an estimated $661K.
  • Shepherd Kaplan Krochuk first reported a position in Greif in Q4 2015 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's Greif position peaked at $661K in Q3 2016.
  • 211 funds tracked by Wall St. Rank held Greif as of Q4 2016.

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