Lucus Advisors’s Exponent EXPO Stock Holding History

Lucus Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-8,938	Closed	-$200K	–	346
2015 Q2	$200K	Buy	+8,938	New	+$196K	0.1%	330

Other funds holding EXPO

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BFA

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Lucus Advisors's EXPO Position: Q3 2015 in Review

Lucus Advisors sold out of Exponent (EXPO) in Q3 2015, closing a stake of 8,938 shares — an estimated $200K sold.

Lucus Advisors first reported a position in EXPO in Q2 2015 and held it in 1 quarter. The position peaked at $200K in Q2 2015. 152 funds tracked by Wall St. Rank hold EXPO as of Q3 2015.

Lucus Advisors reported no remaining Exponent position as of Q3 2015 after selling out during the quarter.
Lucus Advisors sold 8,938 Exponent shares in Q3 2015, an estimated $200K.
Lucus Advisors first reported a position in Exponent in Q2 2015 and held it in 1 quarter.
Lucus Advisors's Exponent position peaked at $200K in Q2 2015.
152 funds tracked by Wall St. Rank held Exponent as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.