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SKK
SMMF
Shepherd Kaplan Krochuk’s
Summit Financial Group, Inc.
SMMF
Stock Holding History
Shepherd Kaplan Krochuk’s Portfolio
SMMF Stock Details
SMMF Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q4
–
Sell
2014
Q3
$214K
Sell
2014
Q2
$248K
Buy
2014
Q1
$223K
Hold
2013
Q4
$215K
Buy
2013
Q3
$178K
Sell
2013
Q2
$222K
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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