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John Keeley Buys CAR, HGR, NCR, DAN, SKS, FELE, NWBI, FII, MF, HHC

gurufocus

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We have just updated the Q4 portfolio of John Keeley. He has been buying more stocks than selling.

This is the portfolio chart of John Keeley. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.



As of 12/31/2010, Keeley Fund Management owns 391 stocks with a total value of $6.2 billion. These are the details of the buys and sells.

For the details of John Keeley's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=John+Keeley

This is the sector weightings of his portfolio:

Industrials 35%
Financials 14.1%
Consumer Services 11.2%
Basic Materials 9.5%
Oil & Gas 8.2%
Consumer Goods 7.9%
Utilities 3.5%
Health Care 3%
Technology 1.1%


These are the top 5 holdings of John Keeley

  1. WALTER ENERGY INC. (WLT) - 748,516 shares, 1.53% of the total portfolio. Shares reduced by 24.32%
  2. KANSAS CITY SOUTHERN IND. (KSU) - 1,775,993 shares, 1.36% of the total portfolio. Shares reduced by 8.39%
  3. WABTEC INC. (WAB) - 1,562,537 shares, 1.32% of the total portfolio. Shares reduced by 7.09%
  4. CHICAGO BRIDGE & IRON CO. (CBI) - 2,510,555 shares, 1.32% of the total portfolio. Shares reduced by 6.01%
  5. WRIGHT EXPRESS Corp. (WXS) - 1,786,593 shares, 1.32% of the total portfolio. Shares reduced by 12.34%


Added: The Brink's Company (BCO)

John Keeley added to his holdings in The Brink's Company by 188.86%. His purchase prices were between $22.78 and $27.1, with an estimated average price of $25.24. The impact to his portfolio due to this purchase was 0.28%. His holdings were 990,861 shares as of 12/31/2010.

Added: Phh Corp. (PHH)

John Keeley added to his holdings in Phh Corp. by 38.08%. His purchase prices were between $18.68 and $23.36, with an estimated average price of $20.88. The impact to his portfolio due to this purchase was 0.22%. His holdings were 2,140,770 shares as of 12/31/2010.

Added: The Babcock & Wilcox Co. (BWC)

John Keeley added to his holdings in The Babcock & Wilcox Co. by 27.18%. His purchase prices were between $21.25 and $25.97, with an estimated average price of $23.94. The impact to his portfolio due to this purchase was 0.16%. His holdings were 1,819,333 shares as of 12/31/2010.

Added: Foot Locker Inc. (FL)

John Keeley added to his holdings in Foot Locker Inc. by 399.08%. His purchase prices were between $14.86 and $19.81, with an estimated average price of $17.4. The impact to his portfolio due to this purchase was 0.15%. His holdings were 613,920 shares as of 12/31/2010.

Added: National Presto Indust. (NPK)

John Keeley added to his holdings in National Presto Indust. by 533.09%. His purchase prices were between $105.92 and $132.76, with an estimated average price of $118.2. The impact to his portfolio due to this purchase was 0.14%. His holdings were 81,669 shares as of 12/31/2010.

Added: Dresserrand Group Inc. (DRC)

John Keeley added to his holdings in Dresserrand Group Inc. by 18.48%. His purchase prices were between $34.22 and $43.29, with an estimated average price of $39.13. The impact to his portfolio due to this purchase was 0.12%. His holdings were 1,142,225 shares as of 12/31/2010.

Added: Regalbeloit Corp. (RBC)

John Keeley added to his holdings in Regalbeloit Corp. by 17.37%. His purchase prices were between $55.27 and $69.54, with an estimated average price of $60.26. The impact to his portfolio due to this purchase was 0.11%. His holdings were 703,580 shares as of 12/31/2010.

Added: Carrizo Oil & Gas Inc. (CRZO)

John Keeley added to his holdings in Carrizo Oil & Gas Inc. by 16.87%. His purchase prices were between $23.06 and $34.49, with an estimated average price of $27.42. The impact to his portfolio due to this purchase was 0.11%. His holdings were 1,352,810 shares as of 12/31/2010.

Added: First American Corp. (FAF)

John Keeley added to his holdings in First American Corp. by 15.73%. His purchase prices were between $13.62 and $15.17, with an estimated average price of $14.5. The impact to his portfolio due to this purchase was 0.1%. His holdings were 2,977,000 shares as of 12/31/2010.

Added: Resolute Energy Corp. (REN)

John Keeley added to his holdings in Resolute Energy Corp. by 423.3%. His purchase prices were between $10.94 and $14.77, with an estimated average price of $12.87. The impact to his portfolio due to this purchase was 0.09%. His holdings were 460,500 shares as of 12/31/2010.

Added: Oasis Petroleum Inc. (OAS)

John Keeley added to his holdings in Oasis Petroleum Inc. by 78.53%. His purchase prices were between $19.58 and $29.29, with an estimated average price of $24.07. The impact to his portfolio due to this purchase was 0.07%. His holdings were 396,700 shares as of 12/31/2010.

Added: Oritani Financial Corp. (ORIT)

John Keeley added to his holdings in Oritani Financial Corp. by 62.29%. His purchase prices were between $9.91 and $12.55, with an estimated average price of $11.09. The impact to his portfolio due to this purchase was 0.06%. His holdings were 840,740 shares as of 12/31/2010.

Added: Belo Corp. (BLC)

John Keeley added to his holdings in Belo Corp. by 171.62%. His purchase prices were between $5.6 and $7.23, with an estimated average price of $6.32. The impact to his portfolio due to this purchase was 0.06%. His holdings were 768,480 shares as of 12/31/2010.

Added: Territorial Bancorp Inc. (TBNK)

John Keeley added to his holdings in Territorial Bancorp Inc. by 112.75%. His purchase prices were between $16.74 and $20.19, with an estimated average price of $18.19. The impact to his portfolio due to this purchase was 0.06%. His holdings were 390,975 shares as of 12/31/2010.

Added: Viewpoint Financial Group Inc. (VPFG)

John Keeley added to his holdings in Viewpoint Financial Group Inc. by 127.03%. His purchase prices were between $9.16 and $11.71, with an estimated average price of $10.31. The impact to his portfolio due to this purchase was 0.05%. His holdings were 493,087 shares as of 12/31/2010.

Added: Bank Of America Corp. (BAC)

John Keeley added to his holdings in Bank Of America Corp. by 116.84%. His purchase prices were between $10.95 and $13.56, with an estimated average price of $12.2. The impact to his portfolio due to this purchase was 0.04%. His holdings were 340,000 shares as of 12/31/2010.

Added: Financial Sel Sect Spdr Fd (XLF)

John Keeley added to his holdings in Financial Sel Sect Spdr Fd by 125%. His purchase prices were between $14.345 and $16.012, with an estimated average price of $15.02. The impact to his portfolio due to this purchase was 0.02%. His holdings were 135,000 shares as of 12/31/2010.

Added: Qep Resources Inc. (QEP)

John Keeley added to his holdings in Qep Resources Inc. by 62.27%. His purchase prices were between $29.68 and $38.12, with an estimated average price of $34.1. The impact to his portfolio due to this purchase was 0.02%. His holdings were 111,790 shares as of 12/31/2010.

New Purchase: Avis Budget Group Inc. (CAR)

John Keeley initiated holdings in Avis Budget Group Inc.. His purchase prices were between $10.95 and $15.25, with an estimated average price of $13.11. The impact to his portfolio due to this purchase was 0.61%. His holdings were 2,436,750 shares as of 12/31/2010.

New Purchase: Hanger Orthopedic Group (HGR)

John Keeley initiated holdings in Hanger Orthopedic Group. His purchase prices were between $14.7 and $21.68, with an estimated average price of $19.08. The impact to his portfolio due to this purchase was 0.49%. His holdings were 1,451,123 shares as of 12/31/2010.

New Purchase: Ncr Corp. (NCR)

John Keeley initiated holdings in Ncr Corp.. His purchase prices were between $13.55 and $15.39, with an estimated average price of $14.45. The impact to his portfolio due to this purchase was 0.39%. His holdings were 1,585,000 shares as of 12/31/2010.

New Purchase: Dana Holdings Corp. (DAN)

John Keeley initiated holdings in Dana Holdings Corp.. His purchase prices were between $12.16 and $17.65, with an estimated average price of $15. The impact to his portfolio due to this purchase was 0.35%. His holdings were 1,268,271 shares as of 12/31/2010.

New Purchase: Saks Inc. (SKS)

John Keeley initiated holdings in Saks Inc.. His purchase prices were between $8.47 and $12.12, with an estimated average price of $10.92. The impact to his portfolio due to this purchase was 0.3%. His holdings were 1,768,500 shares as of 12/31/2010.

New Purchase: Franklin Electric Co. Inc. (FELE)

John Keeley initiated holdings in Franklin Electric Co. Inc.. His purchase prices were between $32.58 and $41.23, with an estimated average price of $37.78. The impact to his portfolio due to this purchase was 0.28%. His holdings were 443,064 shares as of 12/31/2010.

New Purchase: Northwest Bancshares Inc. (NWBI)

John Keeley initiated holdings in Northwest Bancshares Inc.. His purchase prices were between $10.26 and $11.82, with an estimated average price of $11.15. The impact to his portfolio due to this purchase was 0.22%. His holdings were 1,187,490 shares as of 12/31/2010.

New Purchase: Federated Investors Inc. (FII)

John Keeley initiated holdings in Federated Investors Inc.. His purchase prices were between $23.04 and $26.83, with an estimated average price of $24.67. The impact to his portfolio due to this purchase was 0.19%. His holdings were 455,000 shares as of 12/31/2010.

New Purchase: Mf Global Holdings Ltd. (MF)

John Keeley initiated holdings in Mf Global Holdings Ltd.. His purchase prices were between $7.17 and $8.51, with an estimated average price of $7.96. The impact to his portfolio due to this purchase was 0.14%. His holdings were 1,062,999 shares as of 12/31/2010.

New Purchase: Powershares Qqq Trust Series I (QQQQ)

John Keeley initiated holdings in Powershares Qqq Trust Series I. His purchase prices were between $48.48 and $54.89, with an estimated average price of $52.65. The impact to his portfolio due to this purchase was 0.09%. His holdings were 107,139 shares as of 12/31/2010.

New Purchase: Ao. Smith Corp. (AOS)

John Keeley initiated holdings in Ao. Smith Corp.. His purchase prices were between $36.77 and $43.07, with an estimated average price of $39.03. The impact to his portfolio due to this purchase was 0.09%. His holdings were 140,700 shares as of 12/31/2010.

New Purchase: The Howard Hughes Corp. (HHC)

John Keeley initiated holdings in The Howard Hughes Corp.. His purchase prices were between $36.9 and $56, with an estimated average price of $47.13. The impact to his portfolio due to this purchase was 0.09%. His holdings were 102,392 shares as of 12/31/2010.

New Purchase: Ingersollrand Plc (IR)

John Keeley initiated holdings in Ingersollrand Plc. His purchase prices were between $36.06 and $47.36, with an estimated average price of $41.71. The impact to his portfolio due to this purchase was 0.05%. His holdings were 60,300 shares as of 12/31/2010.

New Purchase: Littelfuse Inc. (LFUS)

John Keeley initiated holdings in Littelfuse Inc.. His purchase prices were between $41.6 and $48.75, with an estimated average price of $45.03. The impact to his portfolio due to this purchase was 0.05%. His holdings were 70,000 shares as of 12/31/2010.

New Purchase: Citigroup Inc. (C)

John Keeley initiated holdings in Citigroup Inc.. His purchase prices were between $3.95 and $4.81, with an estimated average price of $4.35. The impact to his portfolio due to this purchase was 0.04%. His holdings were 491,500 shares as of 12/31/2010.

New Purchase: Direxion Daily Energy Bull 3x (ERX)

John Keeley initiated holdings in Direxion Daily Energy Bull 3x. His purchase prices were between $33.06 and $58.32, with an estimated average price of $45.36. The impact to his portfolio due to this purchase was 0.04%. His holdings were 41,500 shares as of 12/31/2010.

New Purchase: Direxion Daily Technology Bull 3x (TYH)

John Keeley initiated holdings in Direxion Daily Technology Bull 3x. His purchase prices were between $32.45 and $45.82, with an estimated average price of $40.93. The impact to his portfolio due to this purchase was 0.04%. His holdings were 49,000 shares as of 12/31/2010.

New Purchase: Kraft Foods Inc. (KFT)

John Keeley initiated holdings in Kraft Foods Inc.. His purchase prices were between $30.19 and $32.47, with an estimated average price of $31.23. The impact to his portfolio due to this purchase was 0.03%. His holdings were 63,680 shares as of 12/31/2010.

New Purchase: United States Oil Fund Lp (USO)

John Keeley initiated holdings in United States Oil Fund Lp. His purchase prices were between $34.62 and $38.98, with an estimated average price of $36.7. The impact to his portfolio due to this purchase was 0.03%. His holdings were 49,900 shares as of 12/31/2010.

New Purchase: Ishares, Incorporated- Shares Russell 3000 Value I (IWW)

John Keeley initiated holdings in Ishares, Incorporated- Shares Russell 3000 Value I. His purchase prices were between $77.15 and $85.39, with an estimated average price of $81.4. The impact to his portfolio due to this purchase was 0.03%. His holdings were 25,200 shares as of 12/31/2010.

New Purchase: Aon Corp. (AON)

John Keeley initiated holdings in Aon Corp.. His purchase prices were between $38.99 and $46.05, with an estimated average price of $41.71. The impact to his portfolio due to this purchase was 0.03%. His holdings were 46,560 shares as of 12/31/2010.

New Purchase: Allstate Corp. (ALL)

John Keeley initiated holdings in Allstate Corp.. His purchase prices were between $29.11 and $33.11, with an estimated average price of $31.19. The impact to his portfolio due to this purchase was 0.03%. His holdings were 59,050 shares as of 12/31/2010.

New Purchase: Ishares Silver Trust Etf (SLV)

John Keeley initiated holdings in Ishares Silver Trust Etf. His purchase prices were between $21.51 and $29.87, with an estimated average price of $25.91. The impact to his portfolio due to this purchase was 0.03%. His holdings were 62,500 shares as of 12/31/2010.

New Purchase: Mead Johnson Nutrition Company (MJN)

John Keeley initiated holdings in Mead Johnson Nutrition Company. His purchase prices were between $55.95 and $62.55, with an estimated average price of $59.75. The impact to his portfolio due to this purchase was 0.02%. His holdings were 23,500 shares as of 12/31/2010.

New Purchase: Eaton Corp. (ETN)

John Keeley initiated holdings in Eaton Corp.. His purchase prices were between $40.645 and $51.09, with an estimated average price of $46.68. The impact to his portfolio due to this purchase was 0.02%. His holdings were 12,000 shares as of 12/31/2010.

New Purchase: Generac Holdings Inc (GNRC)

John Keeley initiated holdings in Generac Holdings Inc. His purchase prices were between $13.04 and $16.51, with an estimated average price of $14.84. The impact to his portfolio due to this purchase was 0.02%. His holdings were 71,000 shares as of 12/31/2010.

New Purchase: Noah Holdings Ltd. (NOAH)

John Keeley initiated holdings in Noah Holdings Ltd.. His purchase prices were between $15.5 and $20.62, with an estimated average price of $18.06. The impact to his portfolio due to this purchase was 0.02%. His holdings were 70,000 shares as of 12/31/2010.

New Purchase: Southern Copper Corp. (SCCO)

John Keeley initiated holdings in Southern Copper Corp.. His purchase prices were between $35.42 and $48.84, with an estimated average price of $43.75. The impact to his portfolio due to this purchase was 0.02%. His holdings were 24,000 shares as of 12/31/2010.

New Purchase: Chemtura Corp. (CHMT)

John Keeley initiated holdings in Chemtura Corp.. His purchase prices were between $13.58 and $15.96, with an estimated average price of $14.99. The impact to his portfolio due to this purchase was 0.02%. His holdings were 66,900 shares as of 12/31/2010.

New Purchase: Concho Resources Inc. (CXO)

John Keeley initiated holdings in Concho Resources Inc.. His purchase prices were between $66.98 and $88.43, with an estimated average price of $77.26. The impact to his portfolio due to this purchase was 0.02%. His holdings were 15,300 shares as of 12/31/2010.

New Purchase: Cliffs Natural Resources Inc (CLF)

John Keeley initiated holdings in Cliffs Natural Resources Inc. His purchase prices were between $62.7 and $79.98, with an estimated average price of $70.08. The impact to his portfolio due to this purchase was 0.02%. His holdings were 15,300 shares as of 12/31/2010.

New Purchase: Dover Corp. (DOV)

John Keeley initiated holdings in Dover Corp.. His purchase prices were between $52.12 and $58.96, with an estimated average price of $55.48. The impact to his portfolio due to this purchase was 0.02%. His holdings were 22,300 shares as of 12/31/2010.

New Purchase: Oshkosh Corp. (OSK)

John Keeley initiated holdings in Oshkosh Corp.. His purchase prices were between $27.68 and $35.62, with an estimated average price of $31.34. The impact to his portfolio due to this purchase was 0.02%. His holdings were 34,000 shares as of 12/31/2010.

New Purchase: Methode Electronics (MEI)

John Keeley initiated holdings in Methode Electronics. His purchase prices were between $9 and $13.55, with an estimated average price of $10.65. The impact to his portfolio due to this purchase was 0.02%. His holdings were 95,606 shares as of 12/31/2010.

New Purchase: Mcclatchy Company (MNI)

John Keeley initiated holdings in Mcclatchy Company. His purchase prices were between $2.74 and $5, with an estimated average price of $3.65. The impact to his portfolio due to this purchase was 0.01%. His holdings were 100,000 shares as of 12/31/2010.

New Purchase: Market Vectors Agribusiness Etf (MOO)

John Keeley initiated holdings in Market Vectors Agribusiness Etf. His purchase prices were between $45.6 and $53.35, with an estimated average price of $50.45. The impact to his portfolio due to this purchase was 0.01%. His holdings were 8,215 shares as of 12/31/2010.

New Purchase: Trimas Corp. (TRS)

John Keeley initiated holdings in Trimas Corp.. His purchase prices were between $14.81 and $22.63, with an estimated average price of $18.46. The impact to his portfolio due to this purchase was 0.01%. His holdings were 35,000 shares as of 12/31/2010.

New Purchase: Novonordisk A/s (NVO)

John Keeley initiated holdings in Novonordisk A/s. His purchase prices were between $90.99 and $112.17, with an estimated average price of $103.86. The impact to his portfolio due to this purchase was 0.01%. His holdings were 2,780 shares as of 12/31/2010.

New Purchase: Proshares Trust Ultrashort Lehman 20+ Year Treasur (TBT)

John Keeley initiated holdings in Proshares Trust Ultrashort Lehman 20+ Year Treasur. His purchase prices were between $30.97 and $40.119, with an estimated average price of $35.6. The impact to his portfolio due to this purchase was 0.01%. His holdings were 25,000 shares as of 12/31/2010.

New Purchase: Urenergy Inc. (URG)

John Keeley initiated holdings in Urenergy Inc.. His purchase prices were between $0.9755 and $2.98, with an estimated average price of $1.78. The impact to his portfolio due to this purchase was 0.01%. His holdings were 255,000 shares as of 12/31/2010.

New Purchase: Regions Financial Corp. (RF)

John Keeley initiated holdings in Regions Financial Corp.. His purchase prices were between $5.21 and $7.54, with an estimated average price of $6.45. The impact to his portfolio due to this purchase was 0.01%. His holdings were 85,000 shares as of 12/31/2010.

New Purchase: Sovran Self Storage Inc. (SSS)

John Keeley initiated holdings in Sovran Self Storage Inc.. His purchase prices were between $35.34 and $40.71, with an estimated average price of $37.46. The impact to his portfolio due to this purchase was 0.01%. His holdings were 8,790 shares as of 12/31/2010.

New Purchase: Sabra Healthcare Reit Inc. (SBRA)

John Keeley initiated holdings in Sabra Healthcare Reit Inc.. His purchase prices were between $16.47 and $19.1, with an estimated average price of $17.72. The impact to his portfolio due to this purchase was 0.01%. His holdings were 17,160 shares as of 12/31/2010.

New Purchase: Morgan Stanley (MS)

John Keeley initiated holdings in Morgan Stanley. His purchase prices were between $24.19 and $27.66, with an estimated average price of $25.73. The impact to his portfolio due to this purchase was 0.01%. His holdings were 25,000 shares as of 12/31/2010.

New Purchase: Bank Of Ireland (IRE)

John Keeley initiated holdings in Bank Of Ireland. His purchase prices were between $1.44 and $3.82, with an estimated average price of $2.75. The impact to his portfolio due to this purchase was 0.01%. His holdings were 145,000 shares as of 12/31/2010.

New Purchase: Gannett Co. Inc. (GCI)

John Keeley initiated holdings in Gannett Co. Inc.. His purchase prices were between $11.76 and $15.78, with an estimated average price of $13.52. The impact to his portfolio due to this purchase was 0.01%. His holdings were 31,030 shares as of 12/31/2010.

New Purchase: Ishares Trust Russell 2000 Index Fund (IWM)

John Keeley initiated holdings in Ishares Trust Russell 2000 Index Fund. His purchase prices were between $66.94 and $79.201, with an estimated average price of $73.28. The impact to his portfolio due to this purchase was 0.01%. His holdings were 7,820 shares as of 12/31/2010.

New Purchase: Aaron's Inc. (AAN)

John Keeley initiated holdings in Aaron's Inc.. His purchase prices were between $17.07 and $20.81, with an estimated average price of $19.33. The impact to his portfolio due to this purchase was 0.01%. His holdings were 21,625 shares as of 12/31/2010.

New Purchase: Ak Steel Holding Corp. (AKS)

John Keeley initiated holdings in Ak Steel Holding Corp.. His purchase prices were between $12.32 and $16.69, with an estimated average price of $14.08. The impact to his portfolio due to this purchase was 0.01%. His holdings were 40,000 shares as of 12/31/2010.

New Purchase: Arvinmeritor Inc. (ARM)

John Keeley initiated holdings in Arvinmeritor Inc.. His purchase prices were between $15.37 and $21.56, with an estimated average price of $18.13. The impact to his portfolio due to this purchase was 0.01%. His holdings were 45,000 shares as of 12/31/2010.

New Purchase: Federalmogul Corp. (FDML)

John Keeley initiated holdings in Federalmogul Corp.. His purchase prices were between $18.7 and $21.99, with an estimated average price of $20.07. The impact to his portfolio due to this purchase was 0.01%. His holdings were 45,000 shares as of 12/31/2010.

New Purchase: Kronos Worldwide Inc. (KRO)

John Keeley initiated holdings in Kronos Worldwide Inc.. His purchase prices were between $36.15 and $44.77, with an estimated average price of $41.17. The impact to his portfolio due to this purchase was 0.01%. His holdings were 22,000 shares as of 12/31/2010.

New Purchase: Flotek Inds Inc (FTK)

John Keeley initiated holdings in Flotek Inds Inc. His purchase prices were between $1.45 and $4.81, with an estimated average price of $2.93. The impact to his portfolio due to this purchase was 0.01%. His holdings were 155,000 shares as of 12/31/2010.

New Purchase: Forward Industries Inc. (FORD)

John Keeley initiated holdings in Forward Industries Inc.. His purchase prices were between $3.06 and $3.95, with an estimated average price of $3.64. The impact to his portfolio due to this purchase was 0.01%. His holdings were 60,000 shares as of 12/31/2010.

New Purchase: Frontier Communications Corp. (FTR)

John Keeley initiated holdings in Frontier Communications Corp.. His purchase prices were between $8.18 and $9.66, with an estimated average price of $9.03. The impact to his portfolio due to this purchase was 0.01%. His holdings were 92,485 shares as of 12/31/2010.

New Purchase: Government Properties Income Trust (GOV)

John Keeley initiated holdings in Government Properties Income Trust. His purchase prices were between $25.47 and $28.1, with an estimated average price of $26.64. The impact to his portfolio due to this purchase was 0.01%. His holdings were 14,200 shares as of 12/31/2010.

Reduced: Invesco Ltd (IVZ)

John Keeley reduced to his holdings in Invesco Ltd by 85.27%. His sale prices were between $21.06 and $24.24, with an estimated average price of $22.66. The impact to his portfolio due to this sale was -0.52%. John Keeley still held 225,361 shares as of 12/31/2010.

Reduced: Joy Global Inc. (JOYG)

John Keeley reduced to his holdings in Joy Global Inc. by 33.37%. His sale prices were between $68.5 and $87.59, with an estimated average price of $76.48. The impact to his portfolio due to this sale was -0.51%. John Keeley still held 728,995 shares as of 12/31/2010.

Reduced: Walter Energy Inc. (WLT)

John Keeley reduced to his holdings in Walter Energy Inc. by 24.32%. His sale prices were between $79.41 and $129.84, with an estimated average price of $100.44. The impact to his portfolio due to this sale was -0.49%. John Keeley still held 748,516 shares as of 12/31/2010.

Reduced: Willbros Group Inc. (WG)

John Keeley reduced to his holdings in Willbros Group Inc. by 78.12%. His sale prices were between $6.95 and $9.95, with an estimated average price of $8.53. The impact to his portfolio due to this sale was -0.39%. John Keeley still held 698,120 shares as of 12/31/2010.

Reduced: Toll Brothers Inc. (TOL)

John Keeley reduced to his holdings in Toll Brothers Inc. by 57.25%. His sale prices were between $17.78 and $19.96, with an estimated average price of $18.57. The impact to his portfolio due to this sale was -0.36%. John Keeley still held 893,280 shares as of 12/31/2010.

Reduced: Pultegroup Inc. (PHM)

John Keeley reduced to his holdings in Pultegroup Inc. by 84.4%. His sale prices were between $6.2 and $8.64, with an estimated average price of $7.43. The impact to his portfolio due to this sale was -0.32%. John Keeley still held 482,990 shares as of 12/31/2010.

Reduced: Mb Financial Inc. (MBFI)

John Keeley reduced to his holdings in Mb Financial Inc. by 66.89%. His sale prices were between $14.23 and $17.52, with an estimated average price of $15.89. The impact to his portfolio due to this sale was -0.3%. John Keeley still held 537,220 shares as of 12/31/2010.

Reduced: Jefferies Group Inc. (JEF)

John Keeley reduced to his holdings in Jefferies Group Inc. by 80.91%. His sale prices were between $22.37 and $26.8, with an estimated average price of $24.74. The impact to his portfolio due to this sale was -0.25%. John Keeley still held 134,800 shares as of 12/31/2010.

Reduced: Flowserve Corp. (FLS)

John Keeley reduced to his holdings in Flowserve Corp. by 24.43%. His sale prices were between $96.98 and $119.32, with an estimated average price of $110.69. The impact to his portfolio due to this sale was -0.23%. John Keeley still held 374,300 shares as of 12/31/2010.

Reduced: Gardner Denver Inc. (GDI)

John Keeley reduced to his holdings in Gardner Denver Inc. by 22%. His sale prices were between $52.49 and $70.87, with an estimated average price of $62.64. The impact to his portfolio due to this sale was -0.18%. John Keeley still held 572,500 shares as of 12/31/2010.

Reduced: Dr Pepper Snapple Group Inc. (DPS)

John Keeley reduced to his holdings in Dr Pepper Snapple Group Inc. by 28.79%. His sale prices were between $33.89 and $38.08, with an estimated average price of $36.37. The impact to his portfolio due to this sale was -0.16%. John Keeley still held 693,040 shares as of 12/31/2010.

Reduced: Beneficial Mutual Bancorp Inc. (BNCL)

John Keeley reduced to his holdings in Beneficial Mutual Bancorp Inc. by 39.06%. His sale prices were between $7.23 and $9.19, with an estimated average price of $8.15. The impact to his portfolio due to this sale was -0.09%. John Keeley still held 956,070 shares as of 12/31/2010.

Reduced: Lender Processing Services Inc (LPS)

John Keeley reduced to his holdings in Lender Processing Services Inc by 77.02%. His sale prices were between $26.39 and $31.72, with an estimated average price of $29.35. The impact to his portfolio due to this sale was -0.07%. John Keeley still held 34,900 shares as of 12/31/2010.

Reduced: Wausau Paper Corp. (WPP)

John Keeley reduced to his holdings in Wausau Paper Corp. by 57.85%. His sale prices were between $7.71 and $9.07, with an estimated average price of $8.42. The impact to his portfolio due to this sale was -0.07%. John Keeley still held 367,900 shares as of 12/31/2010.

Reduced: Bankfinancial Corp. (BFIN)

John Keeley reduced to his holdings in Bankfinancial Corp. by 50.85%. His sale prices were between $9.15 and $9.9, with an estimated average price of $9.52. The impact to his portfolio due to this sale was -0.04%. John Keeley still held 287,309 shares as of 12/31/2010.

Reduced: Meadowbrook Insurance (MIG)

John Keeley reduced to his holdings in Meadowbrook Insurance by 81.63%. His sale prices were between $8.48 and $10.39, with an estimated average price of $9.33. The impact to his portfolio due to this sale was -0.04%. John Keeley still held 69,190 shares as of 12/31/2010.

Reduced: Direxion Daily Small Cap Bull 3x (TNA)

John Keeley reduced to his holdings in Direxion Daily Small Cap Bull 3x by 50%. His sale prices were between $45.913 and $74.55, with an estimated average price of $59.81. The impact to his portfolio due to this sale was -0.04%. John Keeley still held 35,000 shares as of 12/31/2010.

Reduced: Macgray Corp. (TUC)

John Keeley reduced to his holdings in Macgray Corp. by 28.67%. His sale prices were between $11.65 and $15.85, with an estimated average price of $13.47. The impact to his portfolio due to this sale was -0.03%. John Keeley still held 308,245 shares as of 12/31/2010.

Reduced: Ameriprise Financial Inc. (AMP)

John Keeley reduced to his holdings in Ameriprise Financial Inc. by 28.2%. His sale prices were between $47.87 and $57.97, with an estimated average price of $53.04. The impact to his portfolio due to this sale was -0.03%. John Keeley still held 70,740 shares as of 12/31/2010.

Reduced: Cme Group Inc. (CME)

John Keeley reduced to his holdings in Cme Group Inc. by 51.94%. His sale prices were between $259.57 and $327, with an estimated average price of $295.11. The impact to his portfolio due to this sale was -0.03%. John Keeley still held 5,574 shares as of 12/31/2010.

Reduced: Mgic Investment Corp. (MTG)

John Keeley reduced to his holdings in Mgic Investment Corp. by 61.35%. His sale prices were between $8.18 and $10.51, with an estimated average price of $9.38. The impact to his portfolio due to this sale was -0.02%. John Keeley still held 63,270 shares as of 12/31/2010.

Reduced: Xerox Corp. (XRX)

John Keeley reduced to his holdings in Xerox Corp. by 20.83%. His sale prices were between $10.44 and $12.01, with an estimated average price of $11.51. The impact to his portfolio due to this sale was -0.01%. John Keeley still held 190,000 shares as of 12/31/2010.

Reduced: Integrys Energy Group Inc. (TEG)

John Keeley reduced to his holdings in Integrys Energy Group Inc. by 25.45%. His sale prices were between $47.78 and $53.7, with an estimated average price of $50.97. The impact to his portfolio due to this sale was -0.01%. John Keeley still held 49,800 shares as of 12/31/2010.

Sold Out: Bucyrus International Inc. (BUCY)

John Keeley sold out his holdings in Bucyrus International Inc.. His sale prices were between $66.31 and $89.8, with an estimated average price of $80.68.

Sold Out: Exco Resources Inc. (XCO)

John Keeley sold out his holdings in Exco Resources Inc.. His sale prices were between $13.88 and $19.51, with an estimated average price of $17.5.

Sold Out: D.r. Horton Inc. (DHI)

John Keeley sold out his holdings in D.r. Horton Inc.. His sale prices were between $9.87 and $12.28, with an estimated average price of $11.

Sold Out: Ladish Co. Inc. (LDSH)

John Keeley sold out his holdings in Ladish Co. Inc.. His sale prices were between $29.33 and $50.39, with an estimated average price of $39.54.

Sold Out: Artio Global Investors Inc. (ART)

John Keeley sold out his holdings in Artio Global Investors Inc.. His sale prices were between $12.91 and $17.7, with an estimated average price of $15.07.

Sold Out: Sws Group Inc. (SWS)

John Keeley sold out his holdings in Sws Group Inc.. His sale prices were between $3.91 and $7.51, with an estimated average price of $5.91.

Sold Out: Piper Jaffray Companies (PJC)

John Keeley sold out his holdings in Piper Jaffray Companies. His sale prices were between $28.59 and $35.6, with an estimated average price of $31.78.

Sold Out: Spdr Gold Trust Spdr Gold (GLD)

John Keeley sold out his holdings in Spdr Gold Trust Spdr Gold. His sale prices were between $128.46 and $139.11, with an estimated average price of $133.72.

Sold Out: Orchids Paper Products Inc. (TIS)

John Keeley sold out his holdings in Orchids Paper Products Inc.. His sale prices were between $12.12 and $14.55, with an estimated average price of $13.28.

Sold Out: Emeritus Corp. (ESC)

John Keeley sold out his holdings in Emeritus Corp.. His sale prices were between $16.73 and $20.72, with an estimated average price of $18.68.

Sold Out: Silver Wheaton Corp (SLW)

John Keeley sold out his holdings in Silver Wheaton Corp. His sale prices were between $25.74 and $40.84, with an estimated average price of $32.98.

Sold Out: Td Ameritrade Holding Corp. (AMTD)

John Keeley sold out his holdings in Td Ameritrade Holding Corp.. His sale prices were between $16.09 and $18.95, with an estimated average price of $17.49.

Sold Out: Stifel Financial Corp. (SF)

John Keeley sold out his holdings in Stifel Financial Corp.. His sale prices were between $44.61 and $62.84, with an estimated average price of $52.82.

Sold Out: Jpmorgan Chase & Co. (JPM.WS)

John Keeley sold out his holdings in Jpmorgan Chase & Co.. His sale prices were between $12.02 and $14.76, with an estimated average price of $13.38.

Sold Out: Spdr S&p Homebuilders Etf (XHB)

John Keeley sold out his holdings in Spdr S&p Homebuilders Etf. His sale prices were between $15.4 and $17.6525, with an estimated average price of $16.26.

Sold Out: Direxion Daily Small Cap Bear 3x (TZA)

John Keeley sold out his holdings in Direxion Daily Small Cap Bear 3x. His sale prices were between $15.23 and $26.66, with an estimated average price of $19.97.

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gurufocus
GuruFocus - Stock Picks and Market Insight of Gurus

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