Luther King Capital Management (LKCM)
BEL

Luther King Capital Management (LKCM)’s Belmond Ltd. BEL Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-58,590
Closed -$709K – 526
2017
Q1 		$709K Sell
58,590
-22,260
-28% -$293K 0.01% 377
2016
Q4 		$1.08M Buy
+80,850
New +$1.04M 0.01% 335
2015
Q4 		– Sell
-1,236,382
Closed -$12.5M – 562
2015
Q3 		$12.5M Sell
1,236,382
-154,749
-11% -$1.78M 0.12% 179
2015
Q2 		$17.4M Buy
1,391,131
+104,517
+8% +$1.32M 0.15% 158
2015
Q1 		$15.8M Sell
1,286,614
-528,282
-29% -$6.1M 0.13% 170
2014
Q4 		$22.4M Sell
1,814,896
-603,869
-25% -$6.88M 0.18% 152
2014
Q3 		$28.2M Sell
2,418,765
-46,908
-2% -$607K 0.23% 115
2014
Q2 		$35.9M Buy
2,465,673
+318,570
+15% +$4.23M 0.28% 102
2014
Q1 		$30.9M Buy
2,147,103
+431,610
+25% +$6.32M 0.25% 120
2013
Q4 		$25.9M Buy
1,715,493
+248,255
+17% +$3.54M 0.21% 145
2013
Q3 		$19M Buy
+1,467,238
New +$18.4M 0.16% 177

Other funds holding BEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BEL Position: Q2 2017 in Review

Luther King Capital Management (LKCM) sold out of Belmond Ltd. (BEL) in Q2 2017, closing a stake of 58,590 shares — an estimated $709K sold.

Luther King Capital Management (LKCM) first reported a position in BEL in Q3 2013 and held it in 11 quarters. The position peaked at $35.9M in Q2 2014. 141 funds tracked by Wall St. Rank hold BEL as of Q2 2017.

  • Luther King Capital Management (LKCM) reported no remaining Belmond Ltd. position as of Q2 2017 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 58,590 Belmond Ltd. shares in Q2 2017, an estimated $709K.
  • Luther King Capital Management (LKCM) first reported a position in Belmond Ltd. in Q3 2013 and held it in 11 quarters.
  • Luther King Capital Management (LKCM)'s Belmond Ltd. position peaked at $35.9M in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Belmond Ltd. as of Q2 2017.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2017, filed 10 Aug 2017.