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Lucus Advisors’s Albemarle ALB Stock Holding History

Lucus Advisors’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-9,452
Closed -$499K – 337
2015
Q1 		$499K Buy
9,452
+1,627
+21% +$88.9K 0.26% 158
2014
Q4 		$471K Buy
+7,825
New +$461K 0.21% 152

Other funds holding ALB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucus Advisors's ALB Position: Q2 2015 in Review

Lucus Advisors sold out of Albemarle (ALB) in Q2 2015, closing a stake of 9,452 shares — an estimated $499K sold.

Lucus Advisors first reported a position in ALB in Q4 2014 and held it in 2 quarters. The position peaked at $499K in Q1 2015. 335 funds tracked by Wall St. Rank hold ALB as of Q2 2015.

  • Lucus Advisors reported no remaining Albemarle position as of Q2 2015 after selling out during the quarter.
  • Lucus Advisors sold 9,452 Albemarle shares in Q2 2015, an estimated $499K.
  • Lucus Advisors first reported a position in Albemarle in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's Albemarle position peaked at $499K in Q1 2015.
  • 335 funds tracked by Wall St. Rank held Albemarle as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.