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Ken Heebner

Ken Heebner

Last Update: 2013-05-15

Number of Stocks: 71
Number of New Stocks: 32

Total Value: $4,118 Mil
Q/Q Turnover: 36%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $299/year. 7-Day FREE TRIAL

Ken Heebner Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*down
Current Price Change from Average Comment Current Shares
TCO Taubman Centers, Inc... 2012-09-30 Add0.2%$75.16 - $81.34
($78.31)
$ 88.1212%Add 11.6%1,010,000
DLR Digital Realty Trust... 2012-09-30 Sold Out -0.4%$67.37 - $80.28
($75.02)
$ 63.03-16%Sold Out0
WMT Wal-Mart Stores Inc 2012-09-30 Sold Out -0.3%$69.72 - $75.13
($73.14)
$ 77.876%Sold Out0
BA Boeing Co 2012-09-30 Sold Out -0.73%$69.38 - $75.58
($72.61)
$ 98.9236%Sold Out0
MHK Mohawk Industries, I... 2012-09-30 Sold Out -0.25%$65.6 - $82.59
($72.52)
$ 117.963%Sold Out0
CLR Continental Resource... 2012-09-30 Sold Out -0.8%$62.6 - $83.12
($72.04)
$ 86.6820%Sold Out0
ASML ASML Holding NV 2012-09-30 Sold Out -0.79%$64.14 - $76.44
($71.81)
$ 78.9710%Sold Out0
JLL Jones Lang LaSalle, ... 2012-09-30 Sold Out -2.2%$64.59 - $83.79
($71.62)
$ 96.9435%Sold Out0
WHR Whirlpool Corporatio... 2012-09-30 Buy 2.4%$60.65 - $85.2
($71.5)
$ 130.7183%New holding, 1145000 sh.1,145,000
AMT American Tower Corp 2012-09-30 Reduce-0.41%$69.15 - $73.01
($71.04)
$ 84.4519%Reduce -20.69%920,000
APC Anadarko Petroleum C... 2012-09-30 Sold Out -0.21%$64.76 - $75.61
($69.81)
$ 90.0329%Sold Out0
MAA Mid-America Apartmen... 2012-09-30 Buy 0.19%$65.01 - $70.05
($68.06)
$ 73.929%New holding, 114000 sh.114,000
ROST Ross Stores, Inc. 2012-09-30 Sold Out -0.8%$62.7 - $69.9
($67.19)
$ 65.59-2%Sold Out0
HME Home Properties, Inc... 2012-09-30 Sold Out -0.31%$61.27 - $66.23
($63.85)
$ 66.524%Sold Out0
RKT Rock-Tenn 2012-09-30 Buy 0.51%$53.29 - $72.37
($62.55)
$ 100.1760%New holding, 280000 sh.280,000
TGT Target Corp 2012-09-30 Sold Out -0.63%$57.35 - $65.45
($62.25)
$ 71.0614%Sold Out0
SSS Sovran Self Storage,... 2012-09-30 Buy 1.4%$50.45 - $58.5
($55.95)
$ 71.327%New holding, 935800 sh.935,800
JWN Nordstrom, Inc. 2012-09-30 Buy 0.69%$50.04 - $58.03
($54.7)
$ 60.6811%New holding, 500000 sh.500,000
NTES NetEase Inc 2012-09-30 Sold Out -0.16%$48.16 - $60.32
($53.74)
$ 59.4211%Sold Out0
DISCA Discovery Communicat... 2012-09-30 Sold Out -0.86%$49.1 - $59.9
($53.71)
$ 78.8547%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 Heebner's Profile:

Ken Heebner is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management.



Ken Heebner's Performance:

Average Annual Return of CGM Focus Fund
5 Yrs 10 Yrs Since Inception
-10.8% 10.6% 12.3%
» More Profile & Performance

Ken Heebner's Current Portfolio:

Ticker Shares Value ($1000)
C5,615,000248,408
MS10,950,000240,681
WHR1,765,000209,082
LEN4,850,000201,178
DHI6,085,000147,866
SPG865,673137,261
GS843,000124,047
RKT1,297,500120,395
DAL7,298,000120,490
HST6,270,490109,671
» More Current Portfolio

Ken Heebner's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 29.7% 29.7%
Consumer Cyclical 23.4% 23.4%
Financial Services 20.2% 20.2%
Technology 11.2% 11.2%
Industrials 2.7% 2.7%
Basic Materials 2.6% 2.6%
Consumer Defensive 1.6% 1.6%
Healthcare 1.2% 1.2%
Energy 1.2% 1.2%
» More Sector Weightings

Ken Heebner's News:

» More Related News


Add Notes, Comments or Ask Questions

Comments

Bmachtig
ReplyBmachtig - 2 months ago
What is your view on oil?
Tenant Advocates of California
ReplyTenant Advocates of California - 3 years ago
NYSE:UDR Is Headed for a Dive

It has just been uncovered that UDR, Inc. in connection with its operating Limited Partnership, United Dominion Realty, L.P. has perpetrated substantial intentional fraud within its Orange County apartment leases and severe negligence in its California state regulatory filings in order to obtain and sustain a legal advantage over its tenants. This could quite possibly do irreparable harm to UDR's future performance. See [tenantadvocatesoforangecounty.wordpress.com] for more details.
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