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| Name: |
Lummis Asset Management LP |
| City: |
FORT WORTH |
| State: |
TX |
| Zip: |
76102 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GS |
Goldman Sachs Group Inc |
16 |
- |
$455.30 |
$1,662,000 |
3,978 |
2.23% |
-488,000 |
275 |
0.001 |
Investment Brokerage ... |
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VXUS |
Vanguard Total Internationa... |
30 |
- |
$61.13 |
$773,000 |
12,814 |
1.04% |
38,000 |
140 |
0.002 |
Closed - End Fund - E... |
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WMB |
Williams Companies Inc |
32 |
- |
$41.32 |
$551,000 |
14,143 |
0.74% |
333,000 |
7,887 |
0.001 |
Oil & Gas Pipelines &... |
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VTI |
Vanguard Total Stock Market... |
35 |
- |
$260.49 |
$423,000 |
1,626 |
0.57% |
60,000 |
94 |
0 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
46 |
- |
$215.27 |
$107,000 |
521 |
0.14% |
10,000 |
12 |
0 |
Closed - End Fund - E... |
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WMT |
Wal-Mart Stores Inc |
89 |
- |
$60.24 |
$14,000 |
234 |
0.02% |
2,000 |
156 |
0 |
Discount, Variety Stores |
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BND |
Vanguard Total Bond Market ETF |
91 |
- |
$72.09 |
$12,000 |
169 |
0.02% |
9,000 |
130 |
0 |
Closed - End Fund - E... |
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LLYVK |
Liberty Media Corporation |
119 |
- |
$74.10 |
$4,000 |
58 |
0.01% |
4,000 |
56 |
0 |
Entertainment - Diver... |
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