Lucus Advisors’s Deutsche Bank DB Stock Holding History

Lucus Advisors’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-23,753	Closed	-$408K	–	206
2017 Q1	$408K	Buy	+23,753	New	+$411K	0.38%	133
2016 Q4	–	Sell	-38,219	Closed	-$447K	–	76
2016 Q3	$447K	Buy	38,219 +10,966	+40%	+$134K	0.39%	5
2016 Q2	$334K	Sell	27,253 -6,558	-19%	-$98.5K	0.27%	244
2016 Q1	$511K	Buy	+33,811	New	+$566K	0.3%	228

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lucus Advisors's DB Position: Q2 2017 in Review

Lucus Advisors sold out of Deutsche Bank (DB) in Q2 2017, closing a stake of 23,753 shares — an estimated $408K sold.

Lucus Advisors first reported a position in DB in Q1 2016 and held it in 4 quarters. The position peaked at $511K in Q1 2016. 199 funds tracked by Wall St. Rank hold DB as of Q2 2017.

Lucus Advisors reported no remaining Deutsche Bank position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 23,753 Deutsche Bank shares in Q2 2017, an estimated $408K.
Lucus Advisors first reported a position in Deutsche Bank in Q1 2016 and held it in 4 quarters.
Lucus Advisors's Deutsche Bank position peaked at $511K in Q1 2016.
199 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.