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Lucus Advisors’s DHI Group DHX Stock Holding History

Lucus Advisors’s Portfolio DHX Stock Details DHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-53,691
Closed -$492K – 291
2015
Q4 		$492K Sell
53,691
-6,566
-11% -$58.5K 0.3% 44
2015
Q3 		$440K Buy
60,257
+2,404
+4% +$19.4K 0.25% 161
2015
Q2 		$514K Buy
+57,853
New +$502K 0.25% 70
2015
Q1 		– Sell
-43,808
Closed -$439K – 329
2014
Q4 		$439K Buy
+43,808
New +$430K 0.2% 245

Other funds holding DHX

SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 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 $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QGI
Quadrangle GP Investors New York $93.6M AUM 10.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lucus Advisors's DHX Position: Q1 2016 in Review

Lucus Advisors sold out of DHI Group (DHX) in Q1 2016, closing a stake of 53,691 shares — an estimated $492K sold.

Lucus Advisors first reported a position in DHX in Q4 2014 and held it in 4 quarters. The position peaked at $514K in Q2 2015. 163 funds tracked by Wall St. Rank hold DHX as of Q1 2016.

  • Lucus Advisors reported no remaining DHI Group position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 53,691 DHI Group shares in Q1 2016, an estimated $492K.
  • Lucus Advisors first reported a position in DHI Group in Q4 2014 and held it in 4 quarters.
  • Lucus Advisors's DHI Group position peaked at $514K in Q2 2015.
  • 163 funds tracked by Wall St. Rank held DHI Group as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.