Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Applied Industrial Technologies AIT Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-522,400
Closed -$25.2M – 549
2014
Q1 		$25.2M Sell
522,400
-20,675
-4% -$1.02M 0.21% 146
2013
Q4 		$26.7M Sell
543,075
-25,920
-5% -$1.26M 0.22% 143
2013
Q3 		$29.3M Sell
568,995
-3,745
-0.7% -$189K 0.25% 133
2013
Q2 		$27.7M Buy
+572,740
New +$26.1M 0.26% 129

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BFA
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Wellington Management Group
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NRECA
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Schroder Investment Management Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM)'s AIT Position: Q2 2014 in Review

Luther King Capital Management (LKCM) sold out of Applied Industrial Technologies (AIT) in Q2 2014, closing a stake of 522,400 shares — an estimated $25.2M sold.

Luther King Capital Management (LKCM) first reported a position in AIT in Q2 2013 and held it in 4 quarters. The position peaked at $29.3M in Q3 2013. 175 funds tracked by Wall St. Rank hold AIT as of Q2 2014.

  • Luther King Capital Management (LKCM) reported no remaining Applied Industrial Technologies position as of Q2 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 522,400 Applied Industrial Technologies shares in Q2 2014, an estimated $25.2M.
  • Luther King Capital Management (LKCM) first reported a position in Applied Industrial Technologies in Q2 2013 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Applied Industrial Technologies position peaked at $29.3M in Q3 2013.
  • 175 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2014, filed 13 Aug 2014.