ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 67
New Positions 7
Increased Positions 18
Decreased Positions 37
Positions with Activity 55
Sold Out Positions 15
Total Mkt Value (in $ millions) 490

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

Sector Weighting

Basic Materials
Capital Goods 12.54%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.17%
Energy 1.84%
Financial 34.18%
Healthcare 2.11%
Services 24.25%
Technology 9.53%
Transportation
Utilities 0.06%

15 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 -381 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -750 Sold Out 0
BAXTER INTL INC COM -578 Sold Out 0
COCA COLA CO COM -348 Sold Out 0
E L FINL LTD COM -2,143 Sold Out 0
EDWARDS LIFESCIENCES CORP COM -212 Sold Out 0
HOME DEPOT INC COM -854 Sold Out 0
ILLINOIS TOOL WKS INC COM -563 Sold Out 0
MENS WEARHOUSE INC COM -10,459 Sold Out 0
NEXTERA ENERGY INC COM -207 Sold Out 0
PETROCHINA CO LTD SPONSORED ADR -352 Sold Out 0
PHILIP MORRIS INTL INC COM -208 Sold Out 0
TD AMERITRADE HLDG CORP COM -1,020 Sold Out 0
TE CONNECTIVITY LTD REG SHS -673 Sold Out 0
TIFFANY & CO NEW COM -188 Sold Out 0


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