Lucus Advisors’s EnerSys ENS Stock Holding History

Lucus Advisors’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-9,356	Closed	-$521K	–	266
2016 Q1	$521K	Buy	+9,356	New	+$483K	0.31%	132

Other funds holding ENS

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lucus Advisors's ENS Position: Q2 2016 in Review

Lucus Advisors sold out of EnerSys (ENS) in Q2 2016, closing a stake of 9,356 shares — an estimated $521K sold.

Lucus Advisors first reported a position in ENS in Q1 2016 and held it in 1 quarter. The position peaked at $521K in Q1 2016. 253 funds tracked by Wall St. Rank hold ENS as of Q2 2016.

Lucus Advisors reported no remaining EnerSys position as of Q2 2016 after selling out during the quarter.
Lucus Advisors sold 9,356 EnerSys shares in Q2 2016, an estimated $521K.
Lucus Advisors first reported a position in EnerSys in Q1 2016 and held it in 1 quarter.
Lucus Advisors's EnerSys position peaked at $521K in Q1 2016.
253 funds tracked by Wall St. Rank held EnerSys as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.