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Shepherd Kaplan Krochuk’s Shenandoah Telecom SHEN Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,270
Closed -$220K – 415
2015
Q3 		$220K Buy
+10,270
New +$194K 0.06% 242
2013
Q3 		– Sell
-34,044
Closed -$284K – 640
2013
Q2 		$284K Buy
+34,044
New +$280K 0.06% 306

Other funds holding SHEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Shenandoah Telecom (SHEN) in Q4 2015, closing a stake of 10,270 shares — an estimated $220K sold.

Shepherd Kaplan Krochuk first reported a position in SHEN in Q2 2013 and held it in 2 quarters. The position peaked at $284K in Q2 2013. 121 funds tracked by Wall St. Rank hold SHEN as of Q4 2015.

  • Shepherd Kaplan Krochuk reported no remaining Shenandoah Telecom position as of Q4 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 10,270 Shenandoah Telecom shares in Q4 2015, an estimated $220K.
  • Shepherd Kaplan Krochuk first reported a position in Shenandoah Telecom in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Shenandoah Telecom position peaked at $284K in Q2 2013.
  • 121 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2015.

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