Robertson Opportunity Capital’s Lincoln Electric LECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-15,014	Closed	-$1.07M	–	24
2013 Q4	$1.07M	Sell	15,014 -26,500	-64%	-$1.89M	0.73%	25
2013 Q3	$2.77M	Sell	41,514 -6,000	-13%	-$400K	2.08%	17
2013 Q2	$2.72M	Buy	+47,514	New	+$2.72M	2.09%	18