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Winslow Evans & Crocker’s Graham Corp GHM Stock Holding History

Winslow Evans & Crocker’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,164
Closed -$23.9K – 1307
2015
Q2 		$23.9K Hold
1,164
– – 0.01% 724
2015
Q1 		$27.9K Hold
1,164
– – 0.01% 662
2014
Q4 		$33.5K Hold
1,164
– – 0.01% 617
2014
Q3 		$33.5K Hold
1,164
– – 0.01% 644
2014
Q2 		$40.5K Hold
1,164
– – 0.01% 535
2014
Q1 		$37.1K Hold
1,164
– – 0.01% 536
2013
Q4 		$42K Buy
+1,164
New +$42.8K 0.01% 537

Other funds holding GHM

LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winslow Evans & Crocker's GHM Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of Graham Corp (GHM) in Q3 2015, closing a stake of 1,164 shares — an estimated $23.9K sold.

Winslow Evans & Crocker first reported a position in GHM in Q4 2013 and held it in 7 quarters. The position peaked at $42K in Q4 2013. 79 funds tracked by Wall St. Rank hold GHM as of Q3 2015.

  • Winslow Evans & Crocker reported no remaining Graham Corp position as of Q3 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,164 Graham Corp shares in Q3 2015, an estimated $23.9K.
  • Winslow Evans & Crocker first reported a position in Graham Corp in Q4 2013 and held it in 7 quarters.
  • Winslow Evans & Crocker's Graham Corp position peaked at $42K in Q4 2013.
  • 79 funds tracked by Wall St. Rank held Graham Corp as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.