LA
BID

Lucus Advisors’s Sotheby's BID Stock Holding History

Lucus Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,716
Closed -$360K – 272
2017
Q2 		$360K Buy
+6,716
New +$335K 0.48% 64

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's BID Position: Q3 2017 in Review

Lucus Advisors sold out of Sotheby's (BID) in Q3 2017, closing a stake of 6,716 shares — an estimated $360K sold.

Lucus Advisors first reported a position in BID in Q2 2017 and held it in 1 quarter. The position peaked at $360K in Q2 2017. 205 funds tracked by Wall St. Rank hold BID as of Q3 2017.

  • Lucus Advisors reported no remaining Sotheby's position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 6,716 Sotheby's shares in Q3 2017, an estimated $360K.
  • Lucus Advisors first reported a position in Sotheby's in Q2 2017 and held it in 1 quarter.
  • Lucus Advisors's Sotheby's position peaked at $360K in Q2 2017.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.