LA
AIMC

Lucus Advisors’s Altra Industrial Motion Corp AIMC Stock Holding History

Lucus Advisors’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-15,492
Closed -$421K – 382
2015
Q2 		$421K Sell
15,492
-2,749
-15% -$77.2K 0.2% 297
2015
Q1 		$504K Buy
18,241
+2,712
+17% +$72.4K 0.26% 150
2014
Q4 		$441K Buy
+15,529
New +$459K 0.2% 242

Other funds holding AIMC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Lucus Advisors's AIMC Position: Q3 2015 in Review

Lucus Advisors sold out of Altra Industrial Motion Corp (AIMC) in Q3 2015, closing a stake of 15,492 shares — an estimated $421K sold.

Lucus Advisors first reported a position in AIMC in Q4 2014 and held it in 3 quarters. The position peaked at $504K in Q1 2015. 108 funds tracked by Wall St. Rank hold AIMC as of Q3 2015.

  • Lucus Advisors reported no remaining Altra Industrial Motion Corp position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 15,492 Altra Industrial Motion Corp shares in Q3 2015, an estimated $421K.
  • Lucus Advisors first reported a position in Altra Industrial Motion Corp in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's Altra Industrial Motion Corp position peaked at $504K in Q1 2015.
  • 108 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.