SKK
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Shepherd Kaplan Krochuk’s Post Holdings POST Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,690
Closed -$290K – 598
2014
Q2 		$290K Buy
8,690
+405
+5% +$13.5K 0.03% 366
2014
Q1 		$299K Buy
+8,285
New +$297K 0.03% 313

Other funds holding POST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Shepherd Kaplan Krochuk's POST Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of Post Holdings (POST) in Q3 2014, closing a stake of 8,690 shares — an estimated $290K sold.

Shepherd Kaplan Krochuk first reported a position in POST in Q1 2014 and held it in 2 quarters. The position peaked at $299K in Q1 2014. 213 funds tracked by Wall St. Rank hold POST as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining Post Holdings position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,690 Post Holdings shares in Q3 2014, an estimated $290K.
  • Shepherd Kaplan Krochuk first reported a position in Post Holdings in Q1 2014 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Post Holdings position peaked at $299K in Q1 2014.
  • 213 funds tracked by Wall St. Rank held Post Holdings as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.