LA
BGG

Lucus Advisors’s Briggs & Stratton Corp. BGG Stock Holding History

Lucus Advisors’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-16,773
Closed -$355K – 320
2016
Q2 		$355K Sell
16,773
-5,082
-23% -$110K 0.29% 37
2016
Q1 		$523K Buy
+21,855
New +$451K 0.31% 108
2015
Q4 		– Sell
-17,427
Closed -$337K – 346
2015
Q3 		$337K Buy
+17,427
New +$334K 0.19% 298

Other funds holding BGG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's BGG Position: Q3 2016 in Review

Lucus Advisors sold out of Briggs & Stratton Corp. (BGG) in Q3 2016, closing a stake of 16,773 shares — an estimated $355K sold.

Lucus Advisors first reported a position in BGG in Q3 2015 and held it in 3 quarters. The position peaked at $523K in Q1 2016. 204 funds tracked by Wall St. Rank hold BGG as of Q3 2016.

  • Lucus Advisors reported no remaining Briggs & Stratton Corp. position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 16,773 Briggs & Stratton Corp. shares in Q3 2016, an estimated $355K.
  • Lucus Advisors first reported a position in Briggs & Stratton Corp. in Q3 2015 and held it in 3 quarters.
  • Lucus Advisors's Briggs & Stratton Corp. position peaked at $523K in Q1 2016.
  • 204 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.