SKK
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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 		– Sell
-18,500
Closed -$195K – 366
2015
Q4 		$195K Buy
+18,500
New +$215K 0.05% 292

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 $220M AUM 18.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of Twin Disc (TWIN) in Q1 2015, closing a stake of 12,983 shares — an estimated $258K sold.

Shepherd Kaplan Krochuk first reported a position in TWIN in Q2 2013 and held it in 7 quarters. The position peaked at $1.37M in Q2 2013. 77 funds tracked by Wall St. Rank hold TWIN as of Q1 2015.

  • Shepherd Kaplan Krochuk reported no remaining Twin Disc position as of Q1 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 12,983 Twin Disc shares in Q1 2015, an estimated $258K.
  • Shepherd Kaplan Krochuk first reported a position in Twin Disc in Q2 2013 and held it in 7 quarters.
  • Shepherd Kaplan Krochuk's Twin Disc position peaked at $1.37M in Q2 2013.
  • 77 funds tracked by Wall St. Rank held Twin Disc as of Q1 2015.

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