Shepherd Kaplan Krochuk’s BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) TEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-52,882	Closed	-$63K	–	607
2014 Q3	$63K	Buy	52,882 +7,000	+15%	+$9.76K	0.01%	521
2014 Q2	$69K	Buy	45,882 +33,882	+282%	+$56.6K	0.01%	530
2014 Q1	$29K	Buy	+12,000	New	+$33.3K	﹤0.01%	573
2013 Q4	–	Sell	-18,500	Closed	-$75K	–	669
2013 Q3	$75K	Buy	+18,500	New	+$74.8K	0.01%	535

Other funds holding TEU

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Shepherd Kaplan Krochuk's TEU Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) (TEU) in Q4 2014, closing a stake of 52,882 shares — an estimated $63K sold.

Shepherd Kaplan Krochuk first reported a position in TEU in Q3 2013 and held it in 4 quarters. The position peaked at $75K in Q3 2013. 17 funds tracked by Wall St. Rank hold TEU as of Q4 2014.

Shepherd Kaplan Krochuk reported no remaining BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) position as of Q4 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 52,882 BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) shares in Q4 2014, an estimated $63K.
Shepherd Kaplan Krochuk first reported a position in BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) in Q3 2013 and held it in 4 quarters.
Shepherd Kaplan Krochuk's BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) position peaked at $75K in Q3 2013.
17 funds tracked by Wall St. Rank held BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS) as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.