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Loukas Stephen Portfolio holdings

AUM $108K
This Fund
S&P 500
This Quarter Est. Return
+2.96%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.38M
AUM Growth
–
Cap. Flow
+$1.38M
Cap. Flow %
99.89%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
FOE
Ferro Corporation
FOE
+$1.38M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOE
1
DELISTED
Ferro Corporation
FOE
$1.38M 100%
+198,415
New +$1.38M

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Loukas Stephen's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Loukas Stephen, which disclosed 1 position worth $1.38M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Ferro Corporation: 198,415 shares worth $1.38M.

  • Loukas Stephen's largest Q2 2013 buy was Ferro Corporation: 198,415 shares worth $1.38M.
  • Loukas Stephen's ten largest holdings make up 100% of its $1.38M portfolio in Q2 2013.
  • Loukas Stephen disclosed 1 position in Q2 2013, its first 13F filing on record.

Based on Loukas Stephen's 13F filing for Q2 2013, filed 14 Aug 2013.