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Shepherd Kaplan Krochuk’s Super Micro Computer SMCI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-84,210
Closed -$208K – 240
2017
Q2 		$208K Hold
84,210
– – 0.12% 163
2017
Q1 		$213K Hold
84,210
– – 0.11% 158
2016
Q4 		$236K Sell
84,210
-23,480
-22% -$59.2K 0.07% 155
2016
Q3 		$252K Buy
+107,690
New +$240K 0.05% 219

Other funds holding SMCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Shepherd Kaplan Krochuk's SMCI Position: Q3 2017 in Review

Shepherd Kaplan Krochuk sold out of Super Micro Computer (SMCI) in Q3 2017, closing a stake of 84,210 shares — an estimated $208K sold.

Shepherd Kaplan Krochuk first reported a position in SMCI in Q3 2016 and held it in 4 quarters. The position peaked at $252K in Q3 2016. 157 funds tracked by Wall St. Rank hold SMCI as of Q3 2017.

  • Shepherd Kaplan Krochuk reported no remaining Super Micro Computer position as of Q3 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 84,210 Super Micro Computer shares in Q3 2017, an estimated $208K.
  • Shepherd Kaplan Krochuk first reported a position in Super Micro Computer in Q3 2016 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's Super Micro Computer position peaked at $252K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2017, filed 14 Nov 2017.