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Lucus Advisors’s Designer Brands DBI Stock Holding History

Lucus Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$259K Sell
11,542
-4,127
-26% -$84.8K 0.45% 22
2017
Q4 		$335K Buy
+15,669
New +$322K 0.49% 92

Other funds holding DBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lucus Advisors's DBI Position: Q1 2018 in Review

Lucus Advisors reduced its Designer Brands (DBI) stake by 26% in Q1 2018, selling an estimated $84.8K and leaving 11,542 shares worth $259K. The position accounts for 0.45% of the portfolio, ranked #22.

Lucus Advisors first reported a position in DBI in Q4 2017 and has held it in 2 quarters since. The position peaked at $335K in Q4 2017. 258 funds tracked by Wall St. Rank hold DBI as of Q1 2018.

  • Lucus Advisors held 11,542 shares of Designer Brands worth $259K as of Q1 2018.
  • Lucus Advisors sold 4,127 Designer Brands shares in Q1 2018, an estimated $84.8K.
  • Designer Brands made up 0.45% of Lucus Advisors's portfolio in Q1 2018, its #22 holding.
  • Lucus Advisors first reported a position in Designer Brands in Q4 2017 and has held it in 2 quarters since.
  • Lucus Advisors's Designer Brands position peaked at $335K in Q4 2017.
  • 258 funds tracked by Wall St. Rank held Designer Brands as of Q1 2018.

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