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Lucus Advisors’s Comtech Telecommunications CMTL Stock Holding History

Lucus Advisors’s Portfolio CMTL Stock Details CMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$220K Sell
7,359
-7,666
-51% -$185K 0.38% 98
2017
Q4 		$332K Sell
15,025
-425
-3% -$9.05K 0.48% 113
2017
Q3 		$317K Buy
+15,450
New +$296K 0.45% 183

Other funds holding CMTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lucus Advisors's CMTL Position: Q1 2018 in Review

Lucus Advisors reduced its Comtech Telecommunications (CMTL) stake by 51% in Q1 2018, selling an estimated $185K and leaving 7,359 shares worth $220K. The position accounts for 0.38% of the portfolio, ranked #98.

Lucus Advisors first reported a position in CMTL in Q3 2017 and has held it in 3 quarters since. The position peaked at $332K in Q4 2017. 155 funds tracked by Wall St. Rank hold CMTL as of Q1 2018.

  • Lucus Advisors held 7,359 shares of Comtech Telecommunications worth $220K as of Q1 2018.
  • Lucus Advisors sold 7,666 Comtech Telecommunications shares in Q1 2018, an estimated $185K.
  • Comtech Telecommunications made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #98 holding.
  • Lucus Advisors first reported a position in Comtech Telecommunications in Q3 2017 and has held it in 3 quarters since.
  • Lucus Advisors's Comtech Telecommunications position peaked at $332K in Q4 2017.
  • 155 funds tracked by Wall St. Rank held Comtech Telecommunications as of Q1 2018.

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