Ken Heebner

Ken Heebner

Last Update: 11-13-2015

Number of Stocks: 54
Number of New Stocks: 14

Total Value: $3,102 Mil
Q/Q Turnover: 28%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Heebner 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
PII Polaris Industries Inc 2015-09-30 Sold Out -3.54%$118.18 - $155.34
($135.73)
$ 82.68-39%Sold Out0
MET MetLife Inc 2015-09-30 Reduce-2.21%$46.07 - $57.7
($52.42)
$ 38.81-26%Reduce -76.24%430,000
MS Morgan Stanley 2015-09-30 Reduce-2.07%$31.01 - $40.54
($36.4)
$ 24.35-33%Reduce -28.48%4,670,000
SCHW Charles Schwab Corp 2015-09-30 Reduce-1.83%$27.28 - $35.42
($32.09)
$ 24.36-24%Reduce -63.43%1,130,000
LQ La Quinta Holdings Inc 2015-09-30 Sold Out -1.68%$15.41 - $24.05
($20.15)
$ 10.11-50%Sold Out0
ESS Essex Property Trust Inc 2015-09-30 Sold Out -1.58%$207.17 - $231.93
($220.58)
$ 202.50-8%Sold Out0
PRU Prudential Financial Inc 2015-09-30 Reduce-1.55%$74.22 - $91.68
($83.9)
$ 65.35-22%Reduce -65.61%325,000
H Hyatt Hotels Corp 2015-09-30 Sold Out -1.33%$45.86 - $59.79
($53.34)
$ 39.63-26%Sold Out0
HF HFF Inc 2015-09-30 Reduce-1.26%$33.66 - $45.84
($39.44)
$ 25.82-35%Reduce -94.20%65,000
DIS Walt Disney Co 2015-09-30 Sold Out -1.18%$95.36 - $121.69
($108.99)
$ 93.90-14%Sold Out0
RLGY Realogy Holdings Corp 2015-09-30 Sold Out -1.18%$37.15 - $49.53
($43.58)
$ 30.81-29%Sold Out0
IHG InterContinental Hotels Group PLC 2015-09-30 Reduce-1.17%$33.52 - $42.68
($38.76)
$ 33.20-14%Reduce -69.79%435,000
ETFC E*Trade Financial Corp 2015-09-30 Sold Out -1.15%$24.12 - $30.36
($27.72)
$ 22.67-18%Sold Out0
AYI Acuity Brands Inc 2015-09-30 Reduce-1.11%$169.87 - $211.15
($194.44)
$ 184.35-5%Reduce -40.57%315,000
EQR Equity Residential 2015-09-30 Sold Out -0.98%$68.95 - $77.71
($73.52)
$ 73.590%Sold Out0
SWKS Skyworks Solutions Inc 2015-09-30 Sold Out -0.94%$79.07 - $104.85
($91.48)
$ 62.16-32%Sold Out0
NCLH Norwegian Cruise Line Holdings Ltd 2015-09-30 Reduce-0.93%$54.79 - $62.42
($58.91)
$ 39.46-33%Reduce -58.59%410,000
V Visa Inc 2015-09-30 Reduce-0.65%$66.73 - $76.38
($71.38)
$ 71.540%Reduce -79.76%85,000
JLL Jones Lang LaSalle Inc 2015-09-30 Reduce-0.59%$142.69 - $179.35
($163.66)
$ 111.28-32%Reduce -15.00%680,000
QRVO Qorvo Inc 2015-09-30 Sold Out -0.57%$43.25 - $81.36
($60.33)
$ 37.25-38%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
2.4% 4.5% 12%
» More Profile & Performance

Ken Heebner's Current Portfolio:

Ticker Shares Value ($1000)
LEN6,780,000326,321
DHI9,072,900266,380
TOL6,300,000215,712
C4,040,000200,424
MS4,670,000147,105
GS735,000127,714
BAC7,230,000112,643
F7,710,000104,625
JLL680,00097,764
WHR655,00096,455
» More Current Portfolio

Ken Heebner's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 49.9% 49.9%
Financial Services 24.7% 24.7%
Real Estate 13.9% 13.9%
Basic Materials 4.8% 4.8%
Healthcare 0.6% 0.6%
» More Sector Weightings

Ken Heebner's News:

» More Related News


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