SKK
TDW icon

Shepherd Kaplan Krochuk’s Tidewater TDW Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-112
Closed -$202K – 605
2014
Q2 		$202K Buy
+112
New +$186K 0.02% 439
2014
Q1 		– Sell
-124
Closed -$237K – 638
2013
Q4 		$237K Hold
124
– – 0.03% 390
2013
Q3 		$238K Hold
124
– – 0.04% 390
2013
Q2 		$228K Buy
+124
New +$216K 0.05% 388

Other funds holding TDW

VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Shepherd Kaplan Krochuk's TDW Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of Tidewater (TDW) in Q3 2014, closing a stake of 112 shares — an estimated $202K sold.

Shepherd Kaplan Krochuk first reported a position in TDW in Q2 2013 and held it in 4 quarters. The position peaked at $238K in Q3 2013. 234 funds tracked by Wall St. Rank hold TDW as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining Tidewater position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 112 Tidewater shares in Q3 2014, an estimated $202K.
  • Shepherd Kaplan Krochuk first reported a position in Tidewater in Q2 2013 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's Tidewater position peaked at $238K in Q3 2013.
  • 234 funds tracked by Wall St. Rank held Tidewater as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.