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Lucus Advisors’s AerCap AER Stock Holding History

Lucus Advisors’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
2016
Q4 		– Sell
-10,375
Closed -$399K – 57
2016
Q3 		$399K Buy
+10,375
New +$391K 0.34% 54

Other funds holding AER

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lucus Advisors's AER Position: Q4 2016 in Review

Lucus Advisors sold out of AerCap (AER) in Q4 2016, closing a stake of 10,375 shares — an estimated $399K sold.

Lucus Advisors first reported a position in AER in Q3 2016 and held it in 1 quarter. The position peaked at $399K in Q3 2016. 296 funds tracked by Wall St. Rank hold AER as of Q4 2016.

  • Lucus Advisors reported no remaining AerCap position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 10,375 AerCap shares in Q4 2016, an estimated $399K.
  • Lucus Advisors first reported a position in AerCap in Q3 2016 and held it in 1 quarter.
  • Lucus Advisors's AerCap position peaked at $399K in Q3 2016.
  • 296 funds tracked by Wall St. Rank held AerCap as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.