SKK
NAME

Shepherd Kaplan Krochuk’s Rightside Group, Ltd. NAME Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio NAME Stock Details NAME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,700
Closed -$116K – 297
2017
Q1 		$116K Buy
11,700
+1,200
+11% +$10.4K 0.06% 202
2016
Q4 		$87K Buy
+10,500
New +$86.5K 0.02% 237

Other funds holding NAME

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shepherd Kaplan Krochuk's NAME Position: Q2 2017 in Review

Shepherd Kaplan Krochuk sold out of Rightside Group, Ltd. (NAME) in Q2 2017, closing a stake of 11,700 shares — an estimated $116K sold.

Shepherd Kaplan Krochuk first reported a position in NAME in Q4 2016 and held it in 2 quarters. The position peaked at $116K in Q1 2017. 49 funds tracked by Wall St. Rank hold NAME as of Q2 2017.

  • Shepherd Kaplan Krochuk reported no remaining Rightside Group, Ltd. position as of Q2 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 11,700 Rightside Group, Ltd. shares in Q2 2017, an estimated $116K.
  • Shepherd Kaplan Krochuk first reported a position in Rightside Group, Ltd. in Q4 2016 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Rightside Group, Ltd. position peaked at $116K in Q1 2017.
  • 49 funds tracked by Wall St. Rank held Rightside Group, Ltd. as of Q2 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2017, filed 10 Aug 2017.