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Lucus Advisors’s Applied Industrial Technologies AIT Stock Holding History

Lucus Advisors’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7,820
Closed -$353K – 215
2016
Q2 		$353K Buy
+7,820
New +$350K 0.29% 53

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lucus Advisors's AIT Position: Q3 2016 in Review

Lucus Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2016, closing a stake of 7,820 shares — an estimated $353K sold.

Lucus Advisors first reported a position in AIT in Q2 2016 and held it in 1 quarter. The position peaked at $353K in Q2 2016. 187 funds tracked by Wall St. Rank hold AIT as of Q3 2016.

  • Lucus Advisors reported no remaining Applied Industrial Technologies position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,820 Applied Industrial Technologies shares in Q3 2016, an estimated $353K.
  • Lucus Advisors first reported a position in Applied Industrial Technologies in Q2 2016 and held it in 1 quarter.
  • Lucus Advisors's Applied Industrial Technologies position peaked at $353K in Q2 2016.
  • 187 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.