SKK
THRM icon

Shepherd Kaplan Krochuk’s Gentherm THRM Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,495
Closed -$202K – 453
2014
Q4 		$202K Sell
5,495
-4,620
-46% -$181K 0.03% 344
2014
Q3 		$428K Sell
10,115
-1,174
-10% -$55.1K 0.05% 235
2014
Q2 		$502K Buy
11,289
+774
+7% +$30.4K 0.05% 223
2014
Q1 		$365K Buy
+10,515
New +$295K 0.04% 261

Other funds holding THRM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Shepherd Kaplan Krochuk's THRM Position: Q1 2015 in Review

Shepherd Kaplan Krochuk sold out of Gentherm (THRM) in Q1 2015, closing a stake of 5,495 shares — an estimated $202K sold.

Shepherd Kaplan Krochuk first reported a position in THRM in Q1 2014 and held it in 4 quarters. The position peaked at $502K in Q2 2014. 232 funds tracked by Wall St. Rank hold THRM as of Q1 2015.

  • Shepherd Kaplan Krochuk reported no remaining Gentherm position as of Q1 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,495 Gentherm shares in Q1 2015, an estimated $202K.
  • Shepherd Kaplan Krochuk first reported a position in Gentherm in Q1 2014 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's Gentherm position peaked at $502K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held Gentherm as of Q1 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2015, filed 15 May 2015.