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Shepherd Kaplan Krochuk’s IES Holdings IESC Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,403
Closed -$69K – 580
2014
Q2 		$69K Hold
10,403
– – 0.01% 529
2014
Q1 		$65K Sell
10,403
-15,500
-60% -$94.2K 0.01% 554
2013
Q4 		$140K Buy
25,903
+13,489
+109% +$64.4K 0.02% 467
2013
Q3 		$50K Hold
12,414
– – 0.01% 548
2013
Q2 		$55K Buy
+12,414
New +$68.4K 0.01% 559

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shepherd Kaplan Krochuk's IESC Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of IES Holdings (IESC) in Q3 2014, closing a stake of 10,403 shares — an estimated $69K sold.

Shepherd Kaplan Krochuk first reported a position in IESC in Q2 2013 and held it in 5 quarters. The position peaked at $140K in Q4 2013. 28 funds tracked by Wall St. Rank hold IESC as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining IES Holdings position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 10,403 IES Holdings shares in Q3 2014, an estimated $69K.
  • Shepherd Kaplan Krochuk first reported a position in IES Holdings in Q2 2013 and held it in 5 quarters.
  • Shepherd Kaplan Krochuk's IES Holdings position peaked at $140K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held IES Holdings as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.