Lucus Advisors’s Aecom ACM Stock Holding History

Lucus Advisors’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-11,510	Closed	-$410K	–	190
2017 Q1	$410K	Buy	+11,510	New	+$421K	0.38%	105
2016 Q4	–	Sell	-13,316	Closed	-$396K	–	55
2016 Q3	$396K	Buy	+13,316	New	+$429K	0.34%	91

Other funds holding ACM

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LAM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Lucus Advisors's ACM Position: Q2 2017 in Review

Lucus Advisors sold out of Aecom (ACM) in Q2 2017, closing a stake of 11,510 shares — an estimated $410K sold.

Lucus Advisors first reported a position in ACM in Q3 2016 and held it in 2 quarters. The position peaked at $410K in Q1 2017. 288 funds tracked by Wall St. Rank hold ACM as of Q2 2017.

Lucus Advisors reported no remaining Aecom position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 11,510 Aecom shares in Q2 2017, an estimated $410K.
Lucus Advisors first reported a position in Aecom in Q3 2016 and held it in 2 quarters.
Lucus Advisors's Aecom position peaked at $410K in Q1 2017.
288 funds tracked by Wall St. Rank held Aecom as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.