ZUCKERMAN INVESTMENT GROUP, LLC Information

155 NORTH WACKER DRIVE, CHICAGO, Illinois, 60606, (312) 948-8000

Report Date: 03/31/2015

Position Statistics

Total Positions 68
New Positions 7
Increased Positions 18
Decreased Positions 38
Positions with Activity 56
Sold Out Positions 16
Total Mkt Value (in $ millions) 477

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 13.36%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.18%
Energy 1.61%
Financial 34.8%
Healthcare 2.2%
Services 23.89%
Technology 9.27%
Transportation
Utilities 0.06%

16 Sold Out Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICA MOVIL SAB DE CV SPON ADR L SHS -372 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -797 Sold Out 0
BAXALTA INC COM -275 Sold Out 0
BAXTER INTL INC COM -339 Sold Out 0
COCA COLA CO COM -336 Sold Out 0
E L FINL LTD COM -2,147 Sold Out 0
EDWARDS LIFESCIENCES CORP COM -230 Sold Out 0
HOME DEPOT INC COM -857 Sold Out 0
ILLINOIS TOOL WKS INC COM -561 Sold Out 0
MENS WEARHOUSE INC COM -11,517 Sold Out 0
NEXTERA ENERGY INC COM -197 Sold Out 0
PETROCHINA CO LTD SPONSORED ADR -328 Sold Out 0
PHILIP MORRIS INTL INC COM -203 Sold Out 0
TD AMERITRADE HLDG CORP COM -1,034 Sold Out 0
TE CONNECTIVITY LTD REG SHS -628 Sold Out 0
TIFFANY & CO NEW COM -188 Sold Out 0


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