$61.6 Million is the total value of Lakeshore Capital, LLC's 56 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMK | Torchmark Corp | $3,025,000 | +1.4% | 55,072 | 0.0% | 4.91% | +27.6% | |
| MVF | Blackrock MuniVest Fd | $372,000 | +2.5% | 36,618 | 0.0% | 0.60% | +29.1% | |
| BRKB | Berkshire Hathaway-B | $337,000 | -4.0% | 2,338 | 0.0% | 0.55% | +20.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BB&T Corporation | 10 | Q3 2015 | 11.8% |
| PNC Financial Services | 10 | Q3 2015 | 9.7% |
| Anadarko Petroleum | 10 | Q3 2015 | 8.8% |
| Chevrontexaco Corp | 10 | Q3 2015 | 8.0% |
| Bank Of America Corporation | 10 | Q3 2015 | 9.5% |
| MDU Resources Group | 10 | Q3 2015 | 7.8% |
| Rayonier Inc | 10 | Q3 2015 | 9.2% |
| National Oilwell Varco | 10 | Q3 2015 | 7.0% |
| Washington Real Estate | 10 | Q3 2015 | 5.9% |
| Merck & Co Inc | 10 | Q3 2015 | 4.7% |
View Lakeshore Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-11-12 |
| 13F-HR | 2015-08-13 |
| 13F-HR | 2015-04-29 |
| 13F-HR | 2015-02-09 |
| 13F-HR | 2014-11-10 |
| 13F-HR | 2014-08-07 |
| 13F-HR | 2014-04-21 |
| 13F-HR | 2014-02-05 |
| 13F-HR | 2013-10-16 |
| 13F-HR | 2013-08-01 |
View Lakeshore Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.