Shepherd Kaplan Krochuk’s Kelso Technologies Inc. KIQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-20,000	Closed	-$19K	–	313
2016 Q4	$19K	Buy	+20,000	New	+$17.3K	0.01%	271

Other funds holding KIQ

Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Shepherd Kaplan Krochuk's KIQ Position: Q1 2017 in Review

Shepherd Kaplan Krochuk sold out of Kelso Technologies Inc. (KIQ) in Q1 2017, closing a stake of 20,000 shares — an estimated $19K sold.

Shepherd Kaplan Krochuk first reported a position in KIQ in Q4 2016 and held it in 1 quarter. The position peaked at $19K in Q4 2016. 9 funds tracked by Wall St. Rank hold KIQ as of Q1 2017.

Shepherd Kaplan Krochuk reported no remaining Kelso Technologies Inc. position as of Q1 2017 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 20,000 Kelso Technologies Inc. shares in Q1 2017, an estimated $19K.
Shepherd Kaplan Krochuk first reported a position in Kelso Technologies Inc. in Q4 2016 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Kelso Technologies Inc. position peaked at $19K in Q4 2016.
9 funds tracked by Wall St. Rank held Kelso Technologies Inc. as of Q1 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2017, filed 12 May 2017.