Lucus Advisors’s Blackbaud BLKB Stock Holding History

Lucus Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,479	Closed	-$329K	–	202
2017 Q4	$329K	Buy	+3,479	New	+$335K	0.48%	140

Other funds holding BLKB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lucus Advisors's BLKB Position: Q1 2018 in Review

Lucus Advisors sold out of Blackbaud (BLKB) in Q1 2018, closing a stake of 3,479 shares — an estimated $329K sold.

Lucus Advisors first reported a position in BLKB in Q4 2017 and held it in 1 quarter. The position peaked at $329K in Q4 2017. 280 funds tracked by Wall St. Rank hold BLKB as of Q1 2018.

Lucus Advisors reported no remaining Blackbaud position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 3,479 Blackbaud shares in Q1 2018, an estimated $329K.
Lucus Advisors first reported a position in Blackbaud in Q4 2017 and held it in 1 quarter.
Lucus Advisors's Blackbaud position peaked at $329K in Q4 2017.
280 funds tracked by Wall St. Rank held Blackbaud as of Q1 2018.

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