Lucia Wealth Services’s AerCap AER Stock Holding History

Lucia Wealth Services’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-24,274	Closed	-$961K	–	186
2018 Q4	$961K	Sell	24,274 -9,483	-28%	-$475K	0.45%	50
2018 Q3	$1.94M	Sell	33,757 -3,319	-9%	-$187K	0.6%	39
2018 Q2	$2.01M	Sell	37,076 -4,767	-11%	-$257K	0.88%	27
2018 Q1	$2.12M	Buy	41,843 +10,922	+35%	+$566K	0.69%	57
2017 Q4	$1.63M	Buy	+30,921	New	+$1.61M	0.72%	37

Other funds holding AER

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Lucia Wealth Services's AER Position: Q1 2019 in Review

Lucia Wealth Services sold out of AerCap (AER) in Q1 2019, closing a stake of 24,274 shares — an estimated $961K sold.

Lucia Wealth Services first reported a position in AER in Q4 2017 and held it in 5 quarters. The position peaked at $2.12M in Q1 2018. 343 funds tracked by Wall St. Rank hold AER as of Q1 2019.

Lucia Wealth Services reported no remaining AerCap position as of Q1 2019 after selling out during the quarter.
Lucia Wealth Services sold 24,274 AerCap shares in Q1 2019, an estimated $961K.
Lucia Wealth Services first reported a position in AerCap in Q4 2017 and held it in 5 quarters.
Lucia Wealth Services's AerCap position peaked at $2.12M in Q1 2018.
343 funds tracked by Wall St. Rank held AerCap as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.