SKK
RATE

Shepherd Kaplan Krochuk’s Bankrate Inc RATE Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,257
Closed -$121K – 397
2016
Q3 		$121K Buy
14,257
+659
+5% +$5.24K 0.03% 306
2016
Q2 		$102K Buy
+13,598
New +$118K 0.03% 310

Other funds holding RATE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Shepherd Kaplan Krochuk's RATE Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Bankrate Inc (RATE) in Q4 2016, closing a stake of 14,257 shares — an estimated $121K sold.

Shepherd Kaplan Krochuk first reported a position in RATE in Q2 2016 and held it in 2 quarters. The position peaked at $121K in Q3 2016. 134 funds tracked by Wall St. Rank hold RATE as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Bankrate Inc position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 14,257 Bankrate Inc shares in Q4 2016, an estimated $121K.
  • Shepherd Kaplan Krochuk first reported a position in Bankrate Inc in Q2 2016 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Bankrate Inc position peaked at $121K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held Bankrate Inc as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.