Luther King Capital Management (LKCM)
PEGA icon

Luther King Capital Management (LKCM)’s Pegasystems PEGA Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,577,912
Closed -$19.4M – 558
2013
Q4 		$19.4M Sell
1,577,912
-69,500
-4% -$762K 0.16% 182
2013
Q3 		$16.4M Sell
1,647,412
-7,160
-0.4% -$65.5K 0.14% 193
2013
Q2 		$13.7M Buy
+1,654,572
New +$12.2M 0.13% 197

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Brown Advisory
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Luther King Capital Management (LKCM)'s PEGA Position: Q1 2014 in Review

Luther King Capital Management (LKCM) sold out of Pegasystems (PEGA) in Q1 2014, closing a stake of 1,577,912 shares — an estimated $19.4M sold.

Luther King Capital Management (LKCM) first reported a position in PEGA in Q2 2013 and held it in 3 quarters. The position peaked at $19.4M in Q4 2013. 142 funds tracked by Wall St. Rank hold PEGA as of Q1 2014.

  • Luther King Capital Management (LKCM) reported no remaining Pegasystems position as of Q1 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 1,577,912 Pegasystems shares in Q1 2014, an estimated $19.4M.
  • Luther King Capital Management (LKCM) first reported a position in Pegasystems in Q2 2013 and held it in 3 quarters.
  • Luther King Capital Management (LKCM)'s Pegasystems position peaked at $19.4M in Q4 2013.
  • 142 funds tracked by Wall St. Rank held Pegasystems as of Q1 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2014, filed 14 May 2014.