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Lucus Advisors’s Boeing BA Stock Holding History

Lucus Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,367
Closed -$348K – 202
2017
Q3 		$348K Buy
+1,367
New +$319K 0.49% 87
2017
Q2 		– Sell
-2,303
Closed -$407K – 194
2017
Q1 		$407K Buy
+2,303
New +$392K 0.38% 144
2016
Q4 		– Sell
-2,990
Closed -$394K – 62
2016
Q3 		$394K Buy
2,990
+290
+11% +$38.2K 0.34% 123
2016
Q2 		$351K Sell
2,700
-1,322
-33% -$172K 0.29% 84
2016
Q1 		$511K Buy
4,022
+1,117
+38% +$139K 0.3% 226
2015
Q4 		$420K Sell
2,905
-534
-16% -$76.9K 0.26% 143
2015
Q3 		$450K Buy
+3,439
New +$477K 0.25% 123

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucus Advisors's BA Position: Q4 2017 in Review

Lucus Advisors sold out of Boeing (BA) in Q4 2017, closing a stake of 1,367 shares — an estimated $348K sold.

Lucus Advisors first reported a position in BA in Q3 2015 and held it in 7 quarters. The position peaked at $511K in Q1 2016. 1,849 funds tracked by Wall St. Rank hold BA as of Q4 2017.

  • Lucus Advisors reported no remaining Boeing position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 1,367 Boeing shares in Q4 2017, an estimated $348K.
  • Lucus Advisors first reported a position in Boeing in Q3 2015 and held it in 7 quarters.
  • Lucus Advisors's Boeing position peaked at $511K in Q1 2016.
  • 1,849 funds tracked by Wall St. Rank held Boeing as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.