Ken Fisher

Ken Fisher

Last Update: 2014-11-10

Number of Stocks: 545
Number of New Stocks: 47

Total Value: $46,911 Mil
Q/Q Turnover: 2%

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
LNG Cheniere Energy Inc 2014-09-30 Sold Out $70.2 - $84.46
($76.24)
$ 70.4-8%Sold Out0
LVS Las Vegas Sands Corp 2014-09-30 Sold Out $60.15 - $77.94
($68.66)
$ 56.44-18%Sold Out0
MADGQ Madge Networks NV 2014-09-30 Sold Out
($0.01)
$ 0.010%Sold Out0
MHFI McGraw Hill Financia... 2014-09-30 Sold Out $77.95 - $86.56
($82.19)
$ 90.0510%Sold Out0
ETAK Elephant Talk Commun... 2014-09-30 Sold Out $0.827 - $1.22
($0.94)
$ 0.7-26%Sold Out0
DCI Donaldson Co Inc 2014-09-30 Sold Out $38.49 - $42.32
($40.73)
$ 38.5-6%Sold Out0
CICHY China Construction B... 2014-09-30 Sold Out $14.055 - $15.37
($14.85)
$ 15.847%Sold Out0
AAGIY AIA Group Ltd 2014-09-30 Sold Out $20.14 - $22.655
($21.47)
$ 21.892%Sold Out0
ARZGY Assicurazioni Genera... 2014-09-30 Sold Out $10.88 - $11.11
($11.01)
$ 10.3-6%Sold Out0
ASNA Ascena Retail Group ... 2014-09-30 Sold Out $13.375 - $17.56
($16.42)
$ 11.75-28%Sold Out0
BLK BlackRock Inc 2014-09-30 Sold Out $301.1 - $336.47
($321.72)
$ 360.1512%Sold Out0
BNPQY BNP Paribas 2014-09-30 Sold Out $32.05 - $35.193
($33.6)
$ 29.77-11%Sold Out0
CHK Chesapeake Energy Co... 2014-09-30 Sold Out $23.34 - $29.5
($26.3)
$ 19.86-24%Sold Out0
CNQR Concur Technologies ... 2014-09-30 Sold Out $88.6 - $127.03
($101.17)
$ 128.7827%Sold Out0
MOS Mosaic Co 2014-09-30 Sold Out $45.42 - $49.19
($47.02)
$ 46.01-2%Sold Out0
MRO Marathon Oil Corp 2014-09-30 Sold Out $38.09 - $41.69
($39.69)
$ 28.23-29%Sold Out0
WNR Western Refining Inc 2014-09-30 Sold Out $38.79 - $47.72
($43.31)
$ 37.61-13%Sold Out0
VFC VF Corp 2014-09-30 Sold Out $60.66 - $67.17
($63.54)
$ 73.4116%Sold Out0
UNRDY Unibail-Rodamco SE 2014-09-30 Sold Out $25.02 - $29.07
($26.88)
$ 25.72-4%Sold Out0
TRV Travelers Companies ... 2014-09-30 Sold Out $89.12 - $95.95
($93.24)
$ 105.7513%Sold Out0
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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
13.5% 5% 7.2%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
FIGY11,784,5881,443,540
LQD10,830,6991,280,400
JNJ10,446,1561,113,460
AAPL10,741,1851,082,170
WFC18,557,016962,552
FEEU8,208,233969,967
AXP11,387,462996,858
PFE31,702,495937,443
UTX8,381,490885,085
GE30,801,556789,136
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.6% 22.6%
Healthcare 14.7% 14.7%
Consumer Cyclical 11.4% 11.4%
Technology 7.5% 7.5%
Consumer Defensive 4.8% 4.8%
Energy 2.2% 2.2%
Basic Materials 1.6% 1.6%
Communication Services 1.4% 1.4%
Industrials 1.1% 1.1%
Real Estate 0.9% 0.9%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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