Shepherd Kaplan Krochuk’s Douglas Dynamics PLOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-15,919	Closed	-$316K	–	408
2015 Q3	$316K	Sell	15,919 -10,161	-39%	-$216K	0.08%	177
2015 Q2	$560K	Buy	26,080 +8,372	+47%	+$182K	0.11%	161
2015 Q1	$404K	Sell	17,708 -328	-2%	-$7.09K	0.07%	198
2014 Q4	$387K	Hold	18,036	–	–	0.06%	242
2014 Q3	$352K	Hold	18,036	–	–	0.05%	270
2014 Q2	$318K	Hold	18,036	–	–	0.03%	321
2014 Q1	$314K	Hold	18,036	–	–	0.04%	298
2013 Q4	$303K	Hold	18,036	–	–	0.04%	310
2013 Q3	$266K	Hold	18,036	–	–	0.04%	338
2013 Q2	$235K	Buy	+18,036	New	+$247K	0.05%	378

Other funds holding PLOW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's PLOW Position: Q4 2015 in Review

Shepherd Kaplan Krochuk sold out of Douglas Dynamics (PLOW) in Q4 2015, closing a stake of 15,919 shares — an estimated $316K sold.

Shepherd Kaplan Krochuk first reported a position in PLOW in Q2 2013 and held it in 10 quarters. The position peaked at $560K in Q2 2015. 135 funds tracked by Wall St. Rank hold PLOW as of Q4 2015.

Shepherd Kaplan Krochuk reported no remaining Douglas Dynamics position as of Q4 2015 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 15,919 Douglas Dynamics shares in Q4 2015, an estimated $316K.
Shepherd Kaplan Krochuk first reported a position in Douglas Dynamics in Q2 2013 and held it in 10 quarters.
Shepherd Kaplan Krochuk's Douglas Dynamics position peaked at $560K in Q2 2015.
135 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2015, filed 16 Feb 2016.