SKK
IBCA

Shepherd Kaplan Krochuk’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-29,177
Closed -$195K – 705
2013
Q2 		$195K Buy
+29,177
New +$180K 0.04% 433

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Shepherd Kaplan Krochuk's IBCA Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q3 2013, closing a stake of 29,177 shares — an estimated $195K sold.

Shepherd Kaplan Krochuk first reported a position in IBCA in Q2 2013 and held it in 1 quarter. The position peaked at $195K in Q2 2013. 57 funds tracked by Wall St. Rank hold IBCA as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining INTERVEST BANCSHARES CORP COM position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 29,177 INTERVEST BANCSHARES CORP COM shares in Q3 2013, an estimated $195K.
  • Shepherd Kaplan Krochuk first reported a position in INTERVEST BANCSHARES CORP COM in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's INTERVEST BANCSHARES CORP COM position peaked at $195K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.