Lucus Advisors’s AutoZone AZO Stock Holding History

Lucus Advisors’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-304	Closed	-$207K	–	341
2015 Q1	$207K	Sell	304 -205	-40%	-$129K	0.11%	300
2014 Q4	$315K	Buy	+509	New	+$287K	0.14%	292

Other funds holding AZO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lucus Advisors's AZO Position: Q2 2015 in Review

Lucus Advisors sold out of AutoZone (AZO) in Q2 2015, closing a stake of 304 shares — an estimated $207K sold.

Lucus Advisors first reported a position in AZO in Q4 2014 and held it in 2 quarters. The position peaked at $315K in Q4 2014. 521 funds tracked by Wall St. Rank hold AZO as of Q2 2015.

Lucus Advisors reported no remaining AutoZone position as of Q2 2015 after selling out during the quarter.
Lucus Advisors sold 304 AutoZone shares in Q2 2015, an estimated $207K.
Lucus Advisors first reported a position in AutoZone in Q4 2014 and held it in 2 quarters.
Lucus Advisors's AutoZone position peaked at $315K in Q4 2014.
521 funds tracked by Wall St. Rank held AutoZone as of Q2 2015.

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