Shepherd Kaplan Krochuk
YHGJ icon

Shepherd Kaplan Krochuk’s Yunhong Green CTI Ltd YHGJ Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio YHGJ Stock Details YHGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,477
Closed -$59K – 258
2018
Q1 		$59K Buy
1,477
+470
+47% +$21.2K 0.04% 236
2017
Q4 		$41K Buy
+1,007
New +$39.3K 0.03% 241

Other funds holding YHGJ

PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Shepherd Kaplan Krochuk's YHGJ Position: Q2 2018 in Review

Shepherd Kaplan Krochuk sold out of Yunhong Green CTI Ltd (YHGJ) in Q2 2018, closing a stake of 1,477 shares — an estimated $59K sold.

Shepherd Kaplan Krochuk first reported a position in YHGJ in Q4 2017 and held it in 2 quarters. The position peaked at $59K in Q1 2018. 12 funds tracked by Wall St. Rank hold YHGJ as of Q2 2018.

  • Shepherd Kaplan Krochuk reported no remaining Yunhong Green CTI Ltd position as of Q2 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,477 Yunhong Green CTI Ltd shares in Q2 2018, an estimated $59K.
  • Shepherd Kaplan Krochuk first reported a position in Yunhong Green CTI Ltd in Q4 2017 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Yunhong Green CTI Ltd position peaked at $59K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held Yunhong Green CTI Ltd as of Q2 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2018, filed 14 Aug 2018.