Shepherd Kaplan Krochuk’s Installed Building Products IBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-19,270	Closed	-$487K	–	396
2015 Q3	$487K	Sell	19,270 -16,730	-46%	-$451K	0.13%	122
2015 Q2	$881K	Sell	36,000 -14,000	-28%	-$316K	0.17%	105
2015 Q1	$1.09M	Sell	50,000 -10,000	-17%	-$189K	0.19%	90
2014 Q4	$1.07M	Hold	60,000	–	–	0.17%	123
2014 Q3	$843K	Buy	60,000 +6,162	+11%	+$79K	0.11%	153
2014 Q2	$660K	Buy	+53,838	New	+$717K	0.07%	182

Other funds holding IBP

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Shepherd Kaplan Krochuk's IBP Position: Q4 2015 in Review

Shepherd Kaplan Krochuk sold out of Installed Building Products (IBP) in Q4 2015, closing a stake of 19,270 shares — an estimated $487K sold.

Shepherd Kaplan Krochuk first reported a position in IBP in Q2 2014 and held it in 6 quarters. The position peaked at $1.09M in Q1 2015. 114 funds tracked by Wall St. Rank hold IBP as of Q4 2015.

Shepherd Kaplan Krochuk reported no remaining Installed Building Products position as of Q4 2015 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 19,270 Installed Building Products shares in Q4 2015, an estimated $487K.
Shepherd Kaplan Krochuk first reported a position in Installed Building Products in Q2 2014 and held it in 6 quarters.
Shepherd Kaplan Krochuk's Installed Building Products position peaked at $1.09M in Q1 2015.
114 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2015, filed 16 Feb 2016.