Lucus Advisors’s Brady Corp BRC Stock Holding History

Lucus Advisors’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,738	Closed	-$331K	–	203
2017 Q4	$331K	Buy	+8,738	New	+$336K	0.48%	124

Other funds holding BRC

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

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Lucus Advisors's BRC Position: Q1 2018 in Review

Lucus Advisors sold out of Brady Corp (BRC) in Q1 2018, closing a stake of 8,738 shares — an estimated $331K sold.

Lucus Advisors first reported a position in BRC in Q4 2017 and held it in 1 quarter. The position peaked at $331K in Q4 2017. 182 funds tracked by Wall St. Rank hold BRC as of Q1 2018.

Lucus Advisors reported no remaining Brady Corp position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 8,738 Brady Corp shares in Q1 2018, an estimated $331K.
Lucus Advisors first reported a position in Brady Corp in Q4 2017 and held it in 1 quarter.
Lucus Advisors's Brady Corp position peaked at $331K in Q4 2017.
182 funds tracked by Wall St. Rank held Brady Corp as of Q1 2018.

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