SKK
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Shepherd Kaplan Krochuk’s LGL Group LGL Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44,540
Closed -$81K – 233
2017
Q2 		$81K Sell
44,540
-14,586
-25% -$26.5K 0.05% 208
2017
Q1 		$113K Sell
59,126
-29,172
-33% -$53.9K 0.06% 205
2016
Q4 		$167K Buy
88,298
+10,788
+14% +$18.6K 0.05% 188
2016
Q3 		$125K Buy
+77,510
New +$111K 0.03% 300
2014
Q4 		– Sell
-60,089
Closed -$85K – 518
2014
Q3 		$85K Hold
60,089
– – 0.01% 505
2014
Q2 		$117K Sell
60,089
-32,885
-35% -$59.4K 0.01% 501
2014
Q1 		$184K Sell
92,974
-7,956
-8% -$16.5K 0.02% 466
2013
Q4 		$206K Sell
100,930
-39,159
-28% -$81.7K 0.03% 433
2013
Q3 		$316K Sell
140,089
-150,176
-52% -$279K 0.05% 278
2013
Q2 		$436K Buy
+290,265
New +$361K 0.09% 215

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's LGL Position: Q3 2017 in Review

Shepherd Kaplan Krochuk sold out of LGL Group (LGL) in Q3 2017, closing a stake of 44,540 shares — an estimated $81K sold.

Shepherd Kaplan Krochuk first reported a position in LGL in Q2 2013 and held it in 10 quarters. The position peaked at $436K in Q2 2013. 8 funds tracked by Wall St. Rank hold LGL as of Q3 2017.

  • Shepherd Kaplan Krochuk reported no remaining LGL Group position as of Q3 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 44,540 LGL Group shares in Q3 2017, an estimated $81K.
  • Shepherd Kaplan Krochuk first reported a position in LGL Group in Q2 2013 and held it in 10 quarters.
  • Shepherd Kaplan Krochuk's LGL Group position peaked at $436K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held LGL Group as of Q3 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2017, filed 14 Nov 2017.