SKK
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Shepherd Kaplan Krochuk’s Kennametal KMT Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio KMT Stock Details KMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,509
Closed -$209K – 584
2014
Q2 		$209K Sell
4,509
-491
-10% -$22.7K 0.02% 435
2014
Q1 		$222K Hold
5,000
– – 0.03% 431
2013
Q4 		$261K Hold
5,000
– – 0.03% 370
2013
Q3 		$228K Buy
+5,000
New +$217K 0.04% 409

Other funds holding KMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Kennametal (KMT) in Q3 2014, closing a stake of 4,509 shares — an estimated $209K sold.

Shepherd Kaplan Krochuk first reported a position in KMT in Q3 2013 and held it in 4 quarters. The position peaked at $261K in Q4 2013. 228 funds tracked by Wall St. Rank hold KMT as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining Kennametal position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,509 Kennametal shares in Q3 2014, an estimated $209K.
  • Shepherd Kaplan Krochuk first reported a position in Kennametal in Q3 2013 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's Kennametal position peaked at $261K in Q4 2013.
  • 228 funds tracked by Wall St. Rank held Kennametal as of Q3 2014.

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