SKK
TWIN icon

Shepherd Kaplan Krochuk’s Twin Disc TWIN Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Hold
0
– – – 379
2015
Q4 		– Hold
0
– – – 436
2015
Q1 		– Sell
-12,983
Closed -$258K – 477
2014
Q4 		$258K Sell
12,983
-11,513
-47% -$268K 0.04% 300
2014
Q3 		$660K Sell
24,496
-8,141
-25% -$251K 0.09% 172
2014
Q2 		$1.08M Sell
32,637
-11,863
-27% -$357K 0.12% 133
2014
Q1 		$1.17M Sell
44,500
-5,491
-11% -$136K 0.14% 123
2013
Q4 		$1.29M Sell
49,991
-2,009
-4% -$53K 0.16% 106
2013
Q3 		$1.36M Sell
52,000
-6,000
-10% -$152K 0.23% 96
2013
Q2 		$1.37M Buy
+58,000
New +$1.36M 0.28% 84

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $219M AUM 18.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return