SKK
YUMA

Shepherd Kaplan Krochuk’s Yuma Energy Inc YUMA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio YUMA Stock Details YUMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-867
Closed -$30K – 285
2017
Q1 		$30K Buy
+867
New +$33.9K 0.02% 251

Other funds holding YUMA

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Shepherd Kaplan Krochuk's YUMA Position: Q2 2017 in Review

Shepherd Kaplan Krochuk sold out of Yuma Energy Inc (YUMA) in Q2 2017, closing a stake of 867 shares — an estimated $30K sold.

Shepherd Kaplan Krochuk first reported a position in YUMA in Q1 2017 and held it in 1 quarter. The position peaked at $30K in Q1 2017. 13 funds tracked by Wall St. Rank hold YUMA as of Q2 2017.

  • Shepherd Kaplan Krochuk reported no remaining Yuma Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 867 Yuma Energy Inc shares in Q2 2017, an estimated $30K.
  • Shepherd Kaplan Krochuk first reported a position in Yuma Energy Inc in Q1 2017 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Yuma Energy Inc position peaked at $30K in Q1 2017.
  • 13 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q2 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2017, filed 10 Aug 2017.