Shepherd Kaplan Krochuk’s Koss Corp KOSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,000	Closed	-$23K	–	275
2016 Q4	$23K	Buy	+10,000	New	+$24.7K	0.01%	270

Other funds holding KOSS

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Koss Corp (KOSS) in Q1 2017, closing a stake of 10,000 shares — an estimated $23K sold.

Shepherd Kaplan Krochuk first reported a position in KOSS in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 15 funds tracked by Wall St. Rank hold KOSS as of Q1 2017.

Shepherd Kaplan Krochuk reported no remaining Koss Corp position as of Q1 2017 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 10,000 Koss Corp shares in Q1 2017, an estimated $23K.
Shepherd Kaplan Krochuk first reported a position in Koss Corp in Q4 2016 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Koss Corp position peaked at $23K in Q4 2016.
15 funds tracked by Wall St. Rank held Koss Corp as of Q1 2017.

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