Shepherd Kaplan Krochuk’s St Jude Medical STJ Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio STJ Stock Details STJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-11,634	Closed	-$933K	–	310
2016 Q4	$933K	Sell	11,634 -3,010	-21%	-$239K	0.27%	49
2016 Q3	$1.17M	Hold	14,644	–	–	0.24%	55
2016 Q2	$1.14M	Hold	14,644	–	–	0.28%	58
2016 Q1	$805K	Buy	14,644 +9,464	+183%	+$516K	0.25%	67
2015 Q4	$320K	Buy	5,180 +180	+4%	+$11.4K	0.08%	184
2015 Q3	$315K	Hold	5,000	–	–	0.08%	178
2015 Q2	$365K	Hold	5,000	–	–	0.07%	209
2015 Q1	$327K	Hold	5,000	–	–	0.06%	224
2014 Q4	$325K	Buy	+5,000	New	+$322K	0.05%	271

Other funds holding STJ

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Shepherd Kaplan Krochuk's STJ Position: Q1 2017 in Review

Shepherd Kaplan Krochuk sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 11,634 shares — an estimated $933K sold.

Shepherd Kaplan Krochuk first reported a position in STJ in Q4 2014 and held it in 9 quarters. The position peaked at $1.17M in Q3 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

Shepherd Kaplan Krochuk reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 11,634 St Jude Medical shares in Q1 2017, an estimated $933K.
Shepherd Kaplan Krochuk first reported a position in St Jude Medical in Q4 2014 and held it in 9 quarters.
Shepherd Kaplan Krochuk's St Jude Medical position peaked at $1.17M in Q3 2016.
4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2017, filed 12 May 2017.