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Shepherd Kaplan Krochuk’s Marcus Corp MCS Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-21,082
Closed -$268K – 624
2013
Q2 		$268K Buy
+21,082
New +$270K 0.05% 329

Other funds holding MCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Shepherd Kaplan Krochuk's MCS Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Marcus Corp (MCS) in Q3 2013, closing a stake of 21,082 shares — an estimated $268K sold.

Shepherd Kaplan Krochuk first reported a position in MCS in Q2 2013 and held it in 1 quarter. The position peaked at $268K in Q2 2013. 113 funds tracked by Wall St. Rank hold MCS as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Marcus Corp position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 21,082 Marcus Corp shares in Q3 2013, an estimated $268K.
  • Shepherd Kaplan Krochuk first reported a position in Marcus Corp in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Marcus Corp position peaked at $268K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.