LA
AY

Lucus Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Lucus Advisors’s Portfolio AY Stock Details AY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$225K Sell
11,472
-4,547
-28% -$92.3K 0.39% 69
2017
Q4 		$340K Sell
16,019
-1,753
-10% -$38.3K 0.5% 52
2017
Q3 		$350K Buy
+17,772
New +$369K 0.49% 59

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lucus Advisors's AY Position: Q1 2018 in Review

Lucus Advisors reduced its Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) stake by 28% in Q1 2018, selling an estimated $92.3K and leaving 11,472 shares worth $225K. The position accounts for 0.39% of the portfolio, ranked #69.

Lucus Advisors first reported a position in AY in Q3 2017 and has held it in 3 quarters since. The position peaked at $350K in Q3 2017. 120 funds tracked by Wall St. Rank hold AY as of Q1 2018.

  • Lucus Advisors held 11,472 shares of Atlantica Sustainable Infrastructure plc Ordinary Shares worth $225K as of Q1 2018.
  • Lucus Advisors sold 4,547 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2018, an estimated $92.3K.
  • Atlantica Sustainable Infrastructure plc Ordinary Shares made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #69 holding.
  • Lucus Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2017 and has held it in 3 quarters since.
  • Lucus Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $350K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.