Lucus Advisors’s Eagle Materials EXP Stock Holding History

Lucus Advisors’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,939	Closed	-$364K	–	208
2017 Q2	$364K	Sell	3,939 -325	-8%	-$31.2K	0.49%	19
2017 Q1	$414K	Buy	+4,264	New	+$435K	0.38%	46

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lucus Advisors's EXP Position: Q3 2017 in Review

Lucus Advisors sold out of Eagle Materials (EXP) in Q3 2017, closing a stake of 3,939 shares — an estimated $364K sold.

Lucus Advisors first reported a position in EXP in Q1 2017 and held it in 2 quarters. The position peaked at $414K in Q1 2017. 302 funds tracked by Wall St. Rank hold EXP as of Q3 2017.

Lucus Advisors reported no remaining Eagle Materials position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 3,939 Eagle Materials shares in Q3 2017, an estimated $364K.
Lucus Advisors first reported a position in Eagle Materials in Q1 2017 and held it in 2 quarters.
Lucus Advisors's Eagle Materials position peaked at $414K in Q1 2017.
302 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.