Shepherd Kaplan Krochuk’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,910	Closed	-$235K	–	331
2015 Q4	$235K	Sell	1,910 -429	-18%	-$52.2K	0.06%	234
2015 Q3	$254K	Buy	+2,339	New	+$244K	0.07%	212
2014 Q4	–	Sell	-3,330	Closed	-$288K	–	517
2014 Q3	$288K	Buy	+3,330	New	+$322K	0.04%	320
2014 Q1	–	Sell	-4,360	Closed	-$353K	–	619
2013 Q4	$353K	Buy	4,360 +226	+5%	+$17.7K	0.04%	269
2013 Q3	$296K	Hold	4,134	–	–	0.05%	298
2013 Q2	$250K	Buy	+4,134	New	+$239K	0.05%	358

Other funds holding LEA

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of Montreal

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return