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Ken Heebner

Ken Heebner

Last Update: 2013-05-14

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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Ken Heebner Sold :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BAC Bank of America Corp... 2013-03-31 Sold Out -4%$11.03 - $12.78
($11.83)
$ 13.2712%Sold Out0
PHM PulteGroup Inc 2013-03-31 Reduce-3.53%$18.02 - $21.67
($19.92)
$ 21.498%Reduce -84.1%1,410,000
F Ford Motor Co 2013-03-31 Sold Out -2.9%$12.13 - $14.3
($13.24)
$ 15.6518%Sold Out0
HLF Herbalife, Ltd. 2013-03-31 Sold Out -2.9%$32.2 - $46.19
($38.74)
$ 49.5828%Sold Out0
FL Foot Locker Inc 2013-03-31 Sold Out -2.2%$31.6 - $35.34
($33.64)
$ 35.45%Sold Out0
TCO Taubman Centers, Inc... 2013-03-31 Sold Out -2.1%$75.02 - $82.29
($79.01)
$ 79.741%Sold Out0
WY Weyerhaeuser Co 2013-03-31 Sold Out -1.9%$27.82 - $31.5
($30.3)
$ 28.24-7%Sold Out0
PSA Public Storage 2013-03-31 Reduce-1.4%$144.96 - $157.4
($150.97)
$ 152.41%Reduce -77.66%105,000
SKT Tanger Factory Outle... 2013-03-31 Sold Out -1.2%$34.2 - $36.47
($35.37)
$ 34.44-3%Sold Out0
DAL Delta Air Lines Inc 2013-03-31 Reduce-1.16%$11.87 - $17.07
($14.58)
$ 18.9730%Reduce -34.18%7,298,000
M Macy's Inc 2013-03-31 Sold Out -0.98%$36.69 - $42.66
($39.87)
$ 49.3224%Sold Out0
JPM JPMorgan Chase & Co 2013-03-31 Reduce-0.93%$43.969 - $51
($47.94)
$ 54.1113%Reduce -77.34%230,000
DHI DR Horton Inc 2013-03-31 Reduce-0.89%$19.78 - $25.43
($22.77)
$ 24.357%Reduce -22.29%6,085,000
EXR Extra Space Storage,... 2013-03-31 Reduce-0.88%$36.39 - $40.41
($38.64)
$ 43.6313%Reduce -42.07%1,253,000
AVB AvalonBay Communitie... 2013-03-31 Sold Out -0.83%$124.02 - $139.15
($130.74)
$ 134.93%Sold Out0
PRU Prudential Financial... 2013-03-31 Sold Out -0.82%$53.33 - $60.41
($57.6)
$ 72.9727%Sold Out0
CUBE CubeSmart 2013-03-31 Reduce-0.77%$14.24 - $15.92
($15.07)
$ 16.6711%Reduce -45.55%2,445,000
TTM Tata Motors, Ltd. 2013-03-31 Sold Out -0.76%$24.41 - $30.74
($27.88)
$ 25.28-9%Sold Out0
PM Philip Morris Intern... 2013-03-31 Sold Out -0.7%$83.64 - $93.42
($89.89)
$ 92.653%Sold Out0
WDC Western Digital Corp... 2013-03-31 Sold Out -0.57%$41.98 - $50.715
($47.03)
$ 64.6738%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 - 3 months ago
What is your view on oil?
Tenant Advocates of California
ReplyTenant Advocates of California - 4 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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