Luther King Capital Management (LKCM)
IM

Luther King Capital Management (LKCM)’s Ingram Micro IM Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-37,400
Closed -$862K – 666
2013
Q3 		$862K Hold
37,400
– – 0.01% 450
2013
Q2 		$710K Buy
+37,400
New +$691K 0.01% 476

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Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IM Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of Ingram Micro (IM) in Q4 2013, closing a stake of 37,400 shares — an estimated $862K sold.

Luther King Capital Management (LKCM) first reported a position in IM in Q2 2013 and held it in 2 quarters. The position peaked at $862K in Q3 2013. 266 funds tracked by Wall St. Rank hold IM as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining Ingram Micro position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 37,400 Ingram Micro shares in Q4 2013, an estimated $862K.
  • Luther King Capital Management (LKCM) first reported a position in Ingram Micro in Q2 2013 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s Ingram Micro position peaked at $862K in Q3 2013.
  • 266 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.