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Willow Street Advisors’s Timken Company TKR Stock Holding History

Willow Street Advisors’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
2013
Q4 		$575K Hold
14,574
– – 0.32% 88
2013
Q3 		$630K Hold
14,574
– – 0.39% 69
2013
Q2 		$587K Buy
+14,574
New +$577K 0.38% 75

Other funds holding TKR

RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Willow Street Advisors's TKR Position: Q4 2013 in Review

Willow Street Advisors held its Timken Company (TKR) position steady in Q4 2013 at 14,574 shares worth $575K. The position accounts for 0.32% of the portfolio, ranked #88.

Willow Street Advisors first reported a position in TKR in Q2 2013 and has held it in 3 quarters since. The position peaked at $630K in Q3 2013. 326 funds tracked by Wall St. Rank hold TKR as of Q4 2013.

  • Willow Street Advisors held 14,574 shares of Timken Company worth $575K as of Q4 2013.
  • Willow Street Advisors left its Timken Company share count unchanged in Q4 2013.
  • Timken Company made up 0.32% of Willow Street Advisors's portfolio in Q4 2013, its #88 holding.
  • Willow Street Advisors first reported a position in Timken Company in Q2 2013 and has held it in 3 quarters since.
  • Willow Street Advisors's Timken Company position peaked at $630K in Q3 2013.
  • 326 funds tracked by Wall St. Rank held Timken Company as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.