LA
Lucus Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $220K | Buy |
+6,605
| New | +$220K | 0.38% | 96 |
|
|
2017
Q4 | – | Sell |
-10,701
| Closed | -$349K | – | 200 |
|
|
2017
Q3 | $349K | Sell |
10,701
-1,211
| -10% | -$39.5K | 0.49% | 65 |
|
|
2017
Q2 | $366K | Sell |
11,912
-2,996
| -20% | -$92.1K | 0.49% | 13 |
|
|
2017
Q1 | $411K | Buy |
+14,908
| New | +$411K | 0.38% | 87 |
|
|
2016
Q1 | – | Sell |
-12,746
| Closed | -$460K | – | 270 |
|
|
2015
Q4 | $460K | Buy |
12,746
+1,123
| +10% | +$40.5K | 0.28% | 89 |
|
|
2015
Q3 | $409K | Buy |
11,623
+317
| +3% | +$11.2K | 0.23% | 255 |
|
|
2015
Q2 | $525K | Buy |
11,306
+416
| +4% | +$19.3K | 0.25% | 41 |
|
|
2015
Q1 | $495K | Buy |
10,890
+1,702
| +19% | +$77.4K | 0.25% | 164 |
|
|
2014
Q4 | $464K | Buy |
+9,188
| New | +$464K | 0.21% | 178 |
|