Lucia Wealth Services’s Spirit AeroSystems SPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,520	Closed	-$211K	–	226
2018 Q1	$211K	Buy	+2,520	New	+$230K	0.07%	108

Other funds holding SPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucia Wealth Services's SPR Position: Q2 2018 in Review

Lucia Wealth Services sold out of Spirit AeroSystems (SPR) in Q2 2018, closing a stake of 2,520 shares — an estimated $211K sold.

Lucia Wealth Services first reported a position in SPR in Q1 2018 and held it in 1 quarter. The position peaked at $211K in Q1 2018. 393 funds tracked by Wall St. Rank hold SPR as of Q2 2018.

Lucia Wealth Services reported no remaining Spirit AeroSystems position as of Q2 2018 after selling out during the quarter.
Lucia Wealth Services sold 2,520 Spirit AeroSystems shares in Q2 2018, an estimated $211K.
Lucia Wealth Services first reported a position in Spirit AeroSystems in Q1 2018 and held it in 1 quarter.
Lucia Wealth Services's Spirit AeroSystems position peaked at $211K in Q1 2018.
393 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.