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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 		$238K 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 		$414K 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

Other funds holding TKR

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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 $27.7B AUM 52.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WBH Advisory's TKR Position: Q2 2016 in Review

WBH Advisory sold out of Timken Company (TKR) in Q2 2016, closing a stake of 8,143 shares — an estimated $272K sold.

WBH Advisory first reported a position in TKR in Q2 2013 and held it in 12 quarters. The position peaked at $771K in Q2 2014. 288 funds tracked by Wall St. Rank hold TKR as of Q2 2016.

  • WBH Advisory reported no remaining Timken Company position as of Q2 2016 after selling out during the quarter.
  • WBH Advisory sold 8,143 Timken Company shares in Q2 2016, an estimated $272K.
  • WBH Advisory first reported a position in Timken Company in Q2 2013 and held it in 12 quarters.
  • WBH Advisory's Timken Company position peaked at $771K in Q2 2014.
  • 288 funds tracked by Wall St. Rank held Timken Company as of Q2 2016.

Based on WBH Advisory's 13F filing for Q2 2016, filed 25 Jul 2016.