Ken Fisher

Ken Fisher

Last Update: 01-30-2015

Number of Stocks: 582
Number of New Stocks: 78

Total Value: $48,366 Mil
Q/Q Turnover: 6%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Fisher Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
RHHBY Roche Holding AG 2014-06-30 Reduce-0.07%$35.42 - $38.07
($36.82)
$ 34.21-8%Reduce -49.71%1,813,443
SNH Senior Housing Properties Trust 2014-06-30 Reduce-0.06%$22.4 - $24.5
($23.57)
$ 22.43-5%Reduce -71.93%486,666
RDEN Elizabeth Arden Inc 2014-06-30 Sold Out -0.06%$22.22 - $37.21
($28.89)
$ 15.68-84%Sold Out0
SBH Sally Beauty Holdings Inc 2014-06-30 Reduce-0.05%$24.26 - $27.57
($25.83)
$ 34.6425%Reduce -35.64%1,443,155
WMMVY Wal - Mart de Mexico SAB de CV 2014-06-30 Reduce-0.05%$22.86 - $27.25
($25.64)
$ 24.80-3%Reduce -97.52%21,595
DANOY Danone 2014-06-30 Reduce-0.05%$14.08 - $15.2
($14.65)
$ 13.58-8%Reduce -89.86%186,564
TGI Triumph Group Inc 2014-06-30 Reduce-0.03%$62.07 - $71.62
($67.41)
$ 59.16-14%Reduce -97.95%3,815
AVP Avon Products Inc 2014-06-30 Sold Out -0.02%$13.3 - $15.28
($14.42)
$ 7.92-82%Sold Out0
MAT Mattel Inc 2014-06-30 Sold Out -0.02%$37.47 - $40.32
($38.81)
$ 22.65-71%Sold Out0
ENR Energizer Holdings Inc 2014-06-30 Reduce-0.01%$96.56 - $122.2
($110.74)
$ 136.9619%Reduce -45.77%27,100
EJPRY East Japan Railway Co 2014-06-30 Sold Out -0.01%$11.87 - $13.07
($12.4)
$ 14.0212%Sold Out0
LPT Liberty Property Trust 2014-06-30 Reduce-0.01%$36.84 - $40.08
($37.93)
$ 35.92-6%Reduce -38.68%105,515
PRGS Progress Software Corporation 2014-06-30 Sold Out -0.01%$20.66 - $24.12
($21.78)
$ 26.7819%Sold Out0
TER Teradyne Inc 2014-06-30 Reduce-0.01%$17.3 - $20.37
($18.59)
$ 19.113%Reduce -46.00%331,000
EFA iShares MSCI EAFE Index Fund (ETF) 2014-03-31 Reduce-0.47%$62.31 - $68.03
($66.12)
$ 65.18-1%Reduce -98.56%46,285
VOO Vanguard Index Funds 2014-03-31 Reduce-0.34%$159.61 - $172.46
($168.14)
$ 190.8812%Reduce -99.05%8,585
FCS Fairchild Semiconductor International Inc 2014-03-31 Reduce-0.15%$12.26 - $14.05
($13.33)
$ 18.7829%Reduce -98.97%52,249
OVTI OmniVision Technologies Inc 2014-03-31 Reduce-0.12%$14.22 - $17.93
($16.23)
$ 26.6339%Reduce -99.24%22,888
CEO CNOOC Ltd 2014-03-31 Reduce-0.12%$147.88 - $187.66
($162.67)
$ 142.32-14%Reduce -98.97%2,839
HP Helmerich & Payne Inc 2014-03-31 Reduce-0.07%$81.95 - $107.7
($92.28)
$ 68.74-34%Reduce -46.87%441,755
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Ken Fisher's Profile:

Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.



Ken Fisher's Performance:

Average Annual Return of Purisima Total Return (PURIX)
5 Yrs 10 Yrs Since Inception
7.7% 4.7% 7.1%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
FIGY11,527,4621,361,400
LQD11,099,4851,325,390
AAPL10,763,9491,188,120
JNJ10,424,6071,090,100
AXP11,264,8101,048,080
WFC18,509,2541,014,680
PFE31,196,415971,768
V14,226,920932,575
UTX8,042,663924,906
HD8,294,708870,696
» More Current Portfolio

Ken Fisher's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 4 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 23.1% 23.1%
Healthcare 14.1% 14.1%
Consumer Cyclical 11.8% 11.8%
Technology 7.7% 7.7%
Consumer Defensive 5.1% 5.1%
Energy 2% 2%
Communication Services 1.5% 1.5%
Basic Materials 1.4% 1.4%
Real Estate 1% 1%
Industrials 0.9% 0.9%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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