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WBH Advisory’s Timken Company TKR Stock Holding History

WBH Advisory’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,143
Closed -$272K – 207
2016
Q1 		$272K Sell
8,143
-200
-2% -$5.8K 0.09% 164
2015
Q4 		$238 Sell
8,343
-1,000
-11% -$30.1K 0.08% 173
2015
Q3 		$256K Sell
9,343
-200
-2% -$6.38K 0.11% 162
2015
Q2 		$348K Sell
9,543
-300
-3% -$12K 0.14% 145
2015
Q1 		$414 Sell
9,843
-275
-3% -$11.4K 0.12% 137
2014
Q4 		$431K Sell
10,118
-700
-6% -$29.4K 0.16% 128
2014
Q3 		$458K Sell
10,818
-5,063
-32% -$233K 0.16% 129
2014
Q2 		$771K Sell
15,881
-506
-3% -$22.9K 0.29% 88
2014
Q1 		$689K Buy
16,387
+671
+4% +$27.6K 0.27% 90
2013
Q4 		$619K Buy
15,716
+1,397
+10% +$54.5K 0.25% 104
2013
Q3 		$619K Sell
14,319
-1,467
-9% -$62.8K 0.28% 96
2013
Q2 		$635K Buy
+15,786
New +$625K 0.29% 95

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SAM
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Vanguard Group
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Boston Partners
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return