ZUCKERMAN INVESTMENT GROUP, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 65
New Positions 17
Increased Positions 33
Decreased Positions 22
Positions with Activity 55
Sold Out Positions 5
Total Mkt Value (in $ millions) 499

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

Sector Weighting

Basic Materials 0.13%
Capital Goods 11.38%
Conglomerates
Consumer Cyclical 0.11%
Consumer/Non-Cyclical 3.59%
Energy 1.43%
Financial 31.42%
Healthcare 2.15%
Services 25.65%
Technology 7.84%
Transportation 1.6%
Utilities 0.06%

5 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ADAMS EXPRESS CO COM -1,384 Sold Out 0
NEXTERA ENERGY INC COM -220 Sold Out 0
SYMANTEC CORP COM -13,940 Sold Out 0
TIFFANY & CO NEW COM -182 Sold Out 0
TRI CONTL CORP COM -1,097 Sold Out 0


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