LWS
PLCE icon

Lucia Wealth Services’s Children's Place PLCE Stock Holding History

Lucia Wealth Services’s Portfolio PLCE Stock Details PLCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-7,279
Closed -$656K – 201
2018
Q4 		$656K Sell
7,279
-7,809
-52% -$974K 0.31% 68
2018
Q3 		$1.93M Sell
15,088
-4,201
-22% -$537K 0.6% 42
2018
Q2 		$2.33M Buy
19,289
+3,155
+20% +$409K 1.02% 23
2018
Q1 		$2.18M Buy
16,134
+3,855
+31% +$560K 0.71% 55
2017
Q4 		$1.78M Buy
+12,279
New +$1.5M 0.79% 34

Other funds holding PLCE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Lucia Wealth Services sold out of Children's Place (PLCE) in Q1 2019, closing a stake of 7,279 shares — an estimated $656K sold.

Lucia Wealth Services first reported a position in PLCE in Q4 2017 and held it in 5 quarters. The position peaked at $2.33M in Q2 2018. 231 funds tracked by Wall St. Rank hold PLCE as of Q1 2019.

  • Lucia Wealth Services reported no remaining Children's Place position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 7,279 Children's Place shares in Q1 2019, an estimated $656K.
  • Lucia Wealth Services first reported a position in Children's Place in Q4 2017 and held it in 5 quarters.
  • Lucia Wealth Services's Children's Place position peaked at $2.33M in Q2 2018.
  • 231 funds tracked by Wall St. Rank held Children's Place as of Q1 2019.

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