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King Investment Advisors Inc/Tx 13F Filings, Portfolio & Analysis

CIK: 0000794221
Houston 1980 Post Oak Blvd #2400
Zip Code: 77056-3898
Latest Portfolio Value
$9.35 M
-36.60%
Total Holdings
4
-26
Latest Report Date
Q4 2015
Top 10 Concentration
100.00%

King Investment Advisors Inc/Tx — Portfolio Overview & Company Profile

King Investment Advisors Inc/Tx (CIK: 0000794221) is a financial institution headquartered at 1980 Post Oak Blvd, #2400, Houston, Texas 77056-3898. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2015-12-31), the institution manages a portfolio valued at $9.35 M, comprising 4 distinct securities. Over its filing history, it has submitted 13 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2015 — Top-10 concentration: 100.0%. Quarterly turnover: 48.4%. ▲ 0 new, +0 added, −2 reduced, ×21 exited.

Portfolio Summary (Q4 2015)

Top Buys

Q4 2015

No buy transactions available for this period

Top Sells

Q4 2015
−$352,000
−$345,000
3. Avenue Finl Hldgs INC Com
−$330,000
−$324,000
5. Iac
−$307,000

Asset Allocation

Stocks/ETFs
-35.00%
$9.35 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2015)

Name Shares Market Value Weight Change Activity
206,219 $7.1 M 75.87% ▼ 3,117 Reduce -1.5%
26,878 $1.24 M 13.29% ▼ 1,992 Reduce -6.9%
4,000 $550,000 5.88%
16,448 $464,000 4.96%

Historical Portfolio Charts